VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,748,187 | +1.5% | 42,010 | +7.3% | 0.82% | -4.1% |
| Q2 2023 | $8,622,887 | +84.4% | 39,166 | +76.7% | 0.86% | +69.0% |
| Q1 2023 | $4,675,875 | +48.6% | 22,169 | +43.6% | 0.51% | +35.2% |
| Q4 2022 | $3,146,611 | -0.4% | 15,439 | -8.1% | 0.38% | -7.6% |
| Q3 2022 | $3,160,000 | -43.4% | 16,808 | -40.7% | 0.41% | -43.3% |
| Q2 2022 | $5,582,000 | -24.5% | 28,338 | -8.8% | 0.72% | -1.9% |
| Q1 2022 | $7,391,000 | -15.6% | 31,077 | -9.6% | 0.73% | -20.5% |
| Q4 2021 | $8,758,000 | -29.0% | 34,375 | -34.0% | 0.92% | -39.4% |
| Q3 2021 | $12,340,000 | +7.1% | 52,118 | +7.4% | 1.51% | -1.0% |
| Q2 2021 | $11,519,000 | +7.9% | 48,531 | +0.6% | 1.53% | -6.0% |
| Q1 2021 | $10,677,000 | +132.5% | 48,236 | +117.2% | 1.63% | +104.0% |
| Q4 2020 | $4,592,000 | +42.9% | 22,207 | +21.8% | 0.80% | +28.5% |
| Q3 2020 | $3,214,000 | +730.5% | 18,235 | +672.7% | 0.62% | +605.7% |
| Q2 2020 | $387,000 | – | 2,360 | – | 0.09% | – |
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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% |