IEQ CAPITAL, LLC - VANGUARD INDEX FDS ownership

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
IEQ CAPITAL, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$959,466
-12.9%
4,608
-8.0%
0.02%
-9.1%
Q2 2023$1,102,121
+4.4%
5,0060.0%0.02%
-8.3%
Q1 2023$1,055,866
+3.5%
5,0060.0%0.02%
-17.2%
Q4 2022$1,020,273
-5.6%
5,006
-13.0%
0.03%
-3.3%
Q3 2022$1,081,000
+9.6%
5,752
+14.9%
0.03%0.0%
Q2 2022$986,000
-17.2%
5,0060.0%0.03%
+7.1%
Q1 2022$1,191,000
-4.3%
5,006
+2.5%
0.03%
-3.4%
Q4 2021$1,244,000
+7.6%
4,8820.0%0.03%
-6.5%
Q3 2021$1,156,000
-0.3%
4,8820.0%0.03%
-8.8%
Q2 2021$1,159,000
+10.6%
4,882
+3.1%
0.03%
-20.9%
Q1 2021$1,048,000
+40.3%
4,733
+12.9%
0.04%
-33.8%
Q4 2019$747,0004,1930.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders