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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $194,000 | -6.7% | 815 | 0.0% | 0.09% | +1.1% |
| Q4 2021 | $208,000 | +7.8% | 815 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $193,000 | 0.0% | 815 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $193,000 | +7.2% | 815 | 0.0% | 0.09% | +1.1% |
| Q1 2021 | $180,000 | +6.5% | 815 | 0.0% | 0.09% | 0.0% |
| Q4 2020 | $169,000 | +17.4% | 815 | 0.0% | 0.09% | +1.1% |
| Q3 2020 | $144,000 | +7.5% | 815 | 0.0% | 0.09% | 0.0% |
| Q2 2020 | $134,000 | +25.2% | 815 | 0.0% | 0.09% | +6.1% |
| Q1 2020 | $107,000 | -26.2% | 815 | 0.0% | 0.08% | -18.0% |
| Q4 2019 | $145,000 | +6.6% | 815 | 0.0% | 0.10% | -3.8% |
| Q3 2019 | $136,000 | +22.5% | 815 | +22.6% | 0.10% | +18.2% |
| Q2 2019 | $111,000 | +3.7% | 665 | 0.0% | 0.09% | -4.3% |
| Q1 2019 | $107,000 | -13.7% | 665 | -25.7% | 0.09% | -24.0% |
| Q4 2018 | $124,000 | – | 895 | – | 0.12% | – |
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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% |