VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,824 | -6.5% | 1,864 | -1.1% | 0.21% | -3.7% |
| Q2 2023 | $415,002 | +2.6% | 1,885 | -1.7% | 0.22% | -4.8% |
| Q1 2023 | $404,545 | -98.2% | 1,918 | -98.3% | 0.23% | -98.4% |
| Q4 2022 | $22,592,517 | +12.8% | 110,851 | +4.1% | 14.21% | -3.6% |
| Q3 2022 | $20,026,000 | -3.0% | 106,533 | +1.6% | 14.74% | -0.6% |
| Q2 2022 | $20,649,000 | -14.1% | 104,832 | +4.3% | 14.84% | -3.6% |
| Q1 2022 | $24,041,000 | -1.6% | 100,506 | +4.2% | 15.39% | -13.9% |
| Q4 2021 | $24,427,000 | +8.2% | 96,472 | +3.1% | 17.88% | -2.0% |
| Q3 2021 | $22,568,000 | +2.9% | 93,555 | -0.5% | 18.25% | +2.6% |
| Q2 2021 | $21,942,000 | +4.5% | 94,020 | +3.4% | 17.79% | -0.7% |
| Q1 2021 | $20,999,000 | +11.9% | 90,903 | +0.1% | 17.92% | -0.3% |
| Q4 2020 | $18,773,000 | – | 90,791 | – | 17.98% | – |
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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% |