VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $670,116 | -4.2% | 3,218 | +1.3% | 0.34% | -0.6% |
| Q2 2023 | $699,448 | +4.3% | 3,177 | -0.1% | 0.34% | -1.4% |
| Q1 2023 | $670,726 | -22.8% | 3,180 | -25.4% | 0.35% | -29.9% |
| Q4 2022 | $868,710 | +23.9% | 4,262 | +14.2% | 0.50% | +12.8% |
| Q3 2022 | $701,000 | -10.2% | 3,732 | +0.3% | 0.44% | -1.6% |
| Q2 2022 | $781,000 | -6.6% | 3,721 | +0.6% | 0.45% | -1.8% |
| Q1 2022 | $836,000 | +0.7% | 3,697 | +5.8% | 0.45% | +4.1% |
| Q4 2021 | $830,000 | -1.3% | 3,495 | +7.7% | 0.44% | +0.9% |
| Q3 2021 | $841,000 | +9.8% | 3,246 | +2.9% | 0.43% | +3.1% |
| Q2 2021 | $766,000 | +22.2% | 3,154 | +14.2% | 0.42% | +16.1% |
| Q1 2021 | $627,000 | 0.0% | 2,763 | -4.0% | 0.36% | -3.0% |
| Q4 2020 | $627,000 | +12.8% | 2,877 | -4.1% | 0.37% | -6.1% |
| Q3 2020 | $556,000 | +13.9% | 2,999 | +6.9% | 0.40% | +4.5% |
| Q2 2020 | $488,000 | +17.0% | 2,805 | 0.0% | 0.38% | -4.3% |
| Q1 2020 | $417,000 | – | 2,805 | – | 0.40% | – |
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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% |