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 | $240,963 | -1.5% | 1,157 | +4.1% | 0.06% | -4.9% |
| Q2 2023 | $244,584 | +6.6% | 1,111 | +2.2% | 0.06% | -1.6% |
| Q1 2023 | $229,352 | +0.0% | 1,087 | -3.4% | 0.06% | -11.4% |
| Q4 2022 | $229,258 | +8.7% | 1,125 | +0.4% | 0.07% | -7.9% |
| Q3 2022 | $211,000 | -16.9% | 1,121 | +4.4% | 0.08% | +43.4% |
| Q3 2021 | $254,000 | -22.6% | 1,074 | -22.4% | 0.05% | -20.9% |
| Q2 2021 | $328,000 | +3.8% | 1,384 | -3.2% | 0.07% | -5.6% |
| Q1 2021 | $316,000 | +6.0% | 1,430 | -0.8% | 0.07% | +16.4% |
| Q4 2020 | $298,000 | – | 1,442 | – | 0.06% | – |
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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% |