VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,442 | -6.0% | 54,948 | -0.6% | 1.82% | -2.7% |
Q2 2023 | $12,167 | +11.0% | 55,264 | +6.3% | 1.87% | +0.5% |
Q1 2023 | $10,964 | -99.9% | 51,981 | +0.2% | 1.86% | -2.5% |
Q4 2022 | $10,577,911 | -0.9% | 51,901 | -8.6% | 1.91% | -5.4% |
Q3 2022 | $10,669,000 | -7.2% | 56,758 | -2.8% | 2.02% | +5.3% |
Q2 2022 | $11,498,000 | -18.8% | 58,374 | -1.9% | 1.91% | -3.5% |
Q1 2022 | $14,156,000 | -3.9% | 59,519 | +2.9% | 1.98% | -0.1% |
Q4 2021 | $14,730,000 | +15.0% | 57,818 | +6.9% | 1.98% | +3.8% |
Q3 2021 | $12,811,000 | +5.0% | 54,108 | +5.2% | 1.91% | +4.4% |
Q2 2021 | $12,204,000 | +16.6% | 51,417 | +8.7% | 1.83% | +6.0% |
Q1 2021 | $10,466,000 | +13.2% | 47,283 | +5.7% | 1.73% | +4.4% |
Q4 2020 | $9,249,000 | +24.6% | 44,729 | +6.2% | 1.66% | +5.1% |
Q3 2020 | $7,422,000 | +7.5% | 42,108 | -0.1% | 1.58% | +0.1% |
Q2 2020 | $6,905,000 | +13.8% | 42,130 | -8.6% | 1.58% | -2.4% |
Q1 2020 | $6,070,000 | -28.6% | 46,111 | -3.4% | 1.61% | -10.8% |
Q4 2019 | $8,503,000 | +1.0% | 47,720 | -5.0% | 1.81% | -7.1% |
Q3 2019 | $8,415,000 | +9.8% | 50,212 | +9.9% | 1.95% | +3.7% |
Q2 2019 | $7,663,000 | +6.7% | 45,687 | +2.6% | 1.88% | -8.9% |
Q1 2019 | $7,179,000 | +26.5% | 44,511 | +8.4% | 2.06% | +10.7% |
Q4 2018 | $5,674,000 | -34.3% | 41,064 | -21.6% | 1.86% | -26.8% |
Q3 2018 | $8,640,000 | +10.0% | 52,380 | +5.1% | 2.55% | +3.3% |
Q2 2018 | $7,854,000 | +13.4% | 49,820 | +10.9% | 2.46% | +9.7% |
Q1 2018 | $6,927,000 | +12.2% | 44,919 | +12.6% | 2.25% | +6.7% |
Q4 2017 | $6,174,000 | +11.5% | 39,890 | +6.2% | 2.10% | +2.3% |
Q3 2017 | $5,538,000 | +17.6% | 37,549 | +13.6% | 2.06% | +9.6% |
Q2 2017 | $4,709,000 | +4.3% | 33,044 | +2.3% | 1.88% | +1.8% |
Q1 2017 | $4,514,000 | +20.9% | 32,316 | +14.0% | 1.84% | +5.4% |
Q4 2016 | $3,733,000 | – | 28,356 | – | 1.75% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Divergent Planning, LLC | 93,555 | $22,568,000 | 18.25% |
JMG Financial Group, Ltd. | 1,364,599 | $323,082,000 | 18.03% |
SEARCY FINANCIAL SERVICES INC /ADV | 117,250 | $27,760,000 | 16.96% |
BCK Partners, Inc. | 111,104 | $26,305,000 | 16.70% |
FIDELIS iM, LLC | 105,229 | $24,914,000 | 15.46% |
TL Private Wealth | 108,927 | $27,501,000 | 15.03% |
Larson Financial Group LLC | 314,131 | $74,374,000 | 14.76% |
Northwest Quadrant Wealth Management, LLC | 186,847 | $44,735,000 | 12.82% |
Riverpoint Wealth Management Holdings, LLC | 142,799 | $33,809,000 | 11.87% |
Ballast, Inc. | 113,914 | $26,970,000 | 11.37% |