VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,027,873 | +42.0% | 4,936 | +50.2% | 0.17% | +55.1% |
| Q2 2023 | $723,666 | -2.3% | 3,287 | -6.4% | 0.11% | -21.9% |
| Q1 2023 | $740,329 | +5.1% | 3,510 | +1.6% | 0.14% | +6.2% |
| Q4 2022 | $704,367 | +8.4% | 3,456 | 0.0% | 0.13% | -10.4% |
| Q3 2022 | $650,000 | +55.1% | 3,456 | +62.6% | 0.14% | +63.6% |
| Q2 2022 | $419,000 | -56.6% | 2,125 | -47.7% | 0.09% | -53.2% |
| Q1 2022 | $966,000 | +85.4% | 4,062 | +98.7% | 0.19% | -1.6% |
| Q4 2021 | $521,000 | -54.1% | 2,044 | -57.3% | 0.19% | -57.9% |
| Q3 2021 | $1,135,000 | +11.9% | 4,792 | +12.2% | 0.45% | +10.2% |
| Q2 2021 | $1,014,000 | +10.6% | 4,272 | +3.1% | 0.41% | +1.7% |
| Q1 2021 | $917,000 | +10.6% | 4,144 | +3.3% | 0.40% | -14.0% |
| Q4 2020 | $829,000 | – | 4,011 | – | 0.47% | – |
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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% |