VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,756,941 | -8.1% | 8,437 | -2.8% | 0.09% | -4.3% |
| Q2 2023 | $1,911,808 | +9.9% | 8,684 | +5.3% | 0.09% | -14.0% |
| Q1 2023 | $1,739,056 | -19.3% | 8,245 | -22.0% | 0.11% | -30.1% |
| Q4 2022 | $2,154,116 | +24.2% | 10,569 | +14.6% | 0.15% | +7.0% |
| Q3 2022 | $1,734,000 | -13.4% | 9,226 | -9.2% | 0.14% | -14.4% |
| Q2 2022 | $2,002,000 | -18.9% | 10,164 | -2.1% | 0.17% | -4.6% |
| Q1 2022 | $2,470,000 | -9.2% | 10,386 | +3.7% | 0.18% | -13.8% |
| Q4 2021 | $2,721,000 | +72.0% | 10,013 | +49.8% | 0.20% | -6.5% |
| Q3 2021 | $1,582,000 | +207.8% | 6,683 | +208.5% | 0.22% | +135.9% |
| Q2 2021 | $514,000 | +8.2% | 2,166 | +0.8% | 0.09% | 0.0% |
| Q1 2021 | $475,000 | +158.2% | 2,148 | +91.1% | 0.09% | -9.8% |
| Q2 2020 | $184,000 | – | 1,124 | – | 0.10% | – |
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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% |