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 | $9,269 | -2.4% | 44,519 | +3.2% | 2.65% | +6.4% |
Q2 2023 | $9,495 | +4.4% | 43,133 | -3.4% | 2.49% | +0.2% |
Q1 2023 | $9,096 | +4.7% | 44,634 | -3.4% | 2.48% | -8.2% |
Q4 2022 | $8,688 | -99.9% | 46,222 | 0.0% | 2.70% | +0.1% |
Q3 2022 | $8,689,000 | -5.2% | 46,222 | -0.7% | 2.70% | -5.0% |
Q2 2022 | $9,167,000 | -18.0% | 46,538 | -1.0% | 2.84% | -11.6% |
Q1 2022 | $11,184,000 | -9.0% | 47,024 | -2.5% | 3.22% | -7.4% |
Q4 2021 | $12,288,000 | +5.5% | 48,232 | -2.0% | 3.48% | -1.6% |
Q3 2021 | $11,647,000 | -0.9% | 49,193 | -0.7% | 3.53% | -1.3% |
Q2 2021 | $11,755,000 | +7.9% | 49,525 | +0.6% | 3.58% | -5.9% |
Q1 2021 | $10,893,000 | +10.8% | 49,215 | +3.5% | 3.81% | +23.1% |
Q4 2020 | $9,828,000 | +45.3% | 47,529 | +23.9% | 3.09% | +35.9% |
Q3 2020 | $6,762,000 | +53.3% | 38,363 | +42.5% | 2.27% | +48.1% |
Q2 2020 | $4,412,000 | – | 26,918 | – | 1.54% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BCK Partners, Inc. | 117,550 | $24,478,654 | 15.26% |
TL Private Wealth | 118,648 | $24,685,931 | 14.14% |
Axiom Financial Strategies, LLC | 99,551 | $20,730,396 | 13.91% |
Conrad Siegel Investment Advisors, Inc. | 125,262 | $26,084,623 | 13.47% |
Northwest Quadrant Wealth Management, LLC | 223,403 | $46,521,416 | 13.06% |
OAK HILL WEALTH ADVISORS, LLC | 172,303 | $35,880,410 | 11.97% |
JMG Financial Group, Ltd. | 1,183,719 | $246,497,747 | 11.89% |
CONSILIO WEALTH ADVISORS, LLC | 99,247 | $20,141,211 | 11.71% |
SEARCY FINANCIAL SERVICES INC /ADV | 90,189 | $18,780,914 | 11.34% |
Stephens Consulting, LLC | 130,925 | $27,263,827 | 11.07% |