VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685,318 | -4.5% | 3,291 | +1.0% | 0.24% | -0.4% |
| Q2 2023 | $717,501 | +7.4% | 3,259 | +2.9% | 0.24% | 0.0% |
| Q1 2023 | $668,195 | +182967.1% | 3,168 | +76.8% | 0.24% | +75.0% |
| Q4 2022 | $365 | -99.9% | 1,792 | +2.5% | 0.14% | -1.4% |
| Q3 2022 | $329,000 | -8.6% | 1,748 | -4.4% | 0.14% | -4.1% |
| Q2 2022 | $360,000 | -1.9% | 1,828 | +18.5% | 0.15% | +16.5% |
| Q1 2022 | $367,000 | -12.0% | 1,543 | -5.8% | 0.13% | -13.6% |
| Q4 2021 | $417,000 | +10.0% | 1,638 | +2.4% | 0.15% | -3.3% |
| Q3 2021 | $379,000 | +29.4% | 1,600 | +29.6% | 0.15% | +13.4% |
| Q2 2021 | $293,000 | +6.2% | 1,235 | -0.8% | 0.13% | 0.0% |
| Q1 2021 | $276,000 | +7.4% | 1,245 | 0.0% | 0.13% | -15.2% |
| Q4 2020 | $257,000 | +34.6% | 1,245 | +14.7% | 0.16% | +17.0% |
| Q3 2020 | $191,000 | +7.3% | 1,085 | 0.0% | 0.14% | +2.3% |
| Q2 2020 | $178,000 | +63.3% | 1,085 | +30.7% | 0.13% | +41.9% |
| Q1 2020 | $109,000 | -43.2% | 830 | -22.9% | 0.09% | -30.1% |
| Q4 2019 | $192,000 | +6.1% | 1,077 | 0.0% | 0.13% | +29.1% |
| Q3 2019 | $181,000 | +0.6% | 1,077 | 0.0% | 0.10% | +2.0% |
| Q2 2019 | $180,000 | +4.0% | 1,077 | 0.0% | 0.10% | +1.0% |
| Q1 2019 | $173,000 | -1.1% | 1,077 | -15.0% | 0.10% | -7.4% |
| Q4 2018 | $175,000 | +19.0% | 1,267 | +19.6% | 0.11% | +3.8% |
| Q1 2017 | $147,000 | – | 1,059 | – | 0.10% | – |
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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% |