VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $271,283 | -5.9% | 1,303 | -0.5% | 0.02% | -5.6% |
Q2 2023 | $288,142 | -11.6% | 1,309 | -15.3% | 0.02% | -18.2% |
Q1 2023 | $326,047 | +3.6% | 1,546 | +0.1% | 0.02% | 0.0% |
Q4 2022 | $314,864 | +14.1% | 1,545 | +5.3% | 0.02% | -4.3% |
Q3 2022 | $276,000 | -9.5% | 1,467 | -5.4% | 0.02% | -14.8% |
Q2 2022 | $305,000 | +35.0% | 1,550 | +63.5% | 0.03% | +42.1% |
Q1 2022 | $226,000 | +103.6% | 948 | +117.9% | 0.02% | +90.0% |
Q4 2021 | $111,000 | +7.8% | 435 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $103,000 | +3.0% | 435 | +3.3% | 0.01% | -9.1% |
Q2 2021 | $100,000 | +42.9% | 421 | +33.7% | 0.01% | +10.0% |
Q1 2021 | $70,000 | +169.2% | 315 | +142.3% | 0.01% | +100.0% |
Q4 2020 | $26,000 | +18.2% | 130 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $22,000 | +4.8% | 130 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $21,000 | +23.5% | 130 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $17,000 | – | 130 | – | 0.01% | – |
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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% |