Ballast, Inc. - VANGUARD INDEX FDS ownership

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
Ballast, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$26,098,406
-7.9%
125,328
-2.6%
10.40%
-4.1%
Q2 2023$28,340,580
+8.1%
128,727
+3.5%
10.85%
+0.8%
Q1 2023$26,227,671
+5.0%
124,349
+1.4%
10.76%
-1.5%
Q4 2022$24,982,971
+8.3%
122,580
-0.1%
10.92%
-3.1%
Q3 2022$23,064,000
-4.1%
122,698
+0.5%
11.27%
+0.5%
Q2 2022$24,044,000
-17.8%
122,073
-0.8%
11.21%
-0.6%
Q1 2022$29,262,000
+0.9%
123,036
+8.1%
11.28%
-0.1%
Q4 2021$29,005,000
+7.5%
113,850
-0.1%
11.29%
-0.7%
Q3 2021$26,970,000
+0.4%
113,914
+0.7%
11.37%
+0.4%
Q2 2021$26,862,000
+18.9%
113,178
+10.8%
11.32%
+4.2%
Q1 2021$22,601,000
+8.1%
102,112
+1.0%
10.87%
+2.0%
Q4 2020$20,902,000
+25.6%
101,090
+7.0%
10.66%
+12.0%
Q3 2020$16,647,000
+51.2%
94,447
+40.6%
9.52%
+37.4%
Q2 2020$11,010,000
+19.4%
67,176
-4.1%
6.92%
+5.7%
Q1 2020$9,220,000
-20.7%
70,040
+7.4%
6.55%
+2.1%
Q4 2019$11,620,000
+15.4%
65,217
+8.6%
6.42%
+3.8%
Q3 2019$10,065,000
+1.9%
60,058
+2.0%
6.18%
+0.7%
Q2 2019$9,877,000
+5.5%
58,888
+1.5%
6.14%
+0.7%
Q1 2019$9,358,000
+6.3%
58,021
-8.9%
6.10%
-9.8%
Q4 2018$8,802,000
-7.1%
63,703
+10.9%
6.76%
+4.2%
Q3 2018$9,479,000
+9.7%
57,466
+4.8%
6.49%
-3.4%
Q2 2018$8,640,000
+4.4%
54,809
+2.2%
6.72%
+1.7%
Q1 2018$8,274,000
+1.9%
53,653
+2.3%
6.60%
-3.7%
Q4 2017$8,120,00052,4616.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders