VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $727,900 | +12.5% | 3,306 | +7.8% | 0.55% | +16.2% |
| Q1 2023 | $646,911 | +32.5% | 3,067 | +28.1% | 0.48% | +33.1% |
| Q4 2022 | $488,125 | +15.4% | 2,395 | +6.2% | 0.36% | +6.6% |
| Q3 2022 | $423,000 | -4.7% | 2,255 | 0.0% | 0.34% | -0.3% |
| Q2 2022 | $444,000 | -17.6% | 2,255 | -0.5% | 0.34% | -7.7% |
| Q1 2022 | $539,000 | -6.6% | 2,267 | 0.0% | 0.36% | -5.2% |
| Q4 2021 | $577,000 | +7.6% | 2,267 | 0.0% | 0.38% | -3.8% |
| Q3 2021 | $536,000 | -0.4% | 2,267 | 0.0% | 0.40% | -3.6% |
| Q2 2021 | $538,000 | +7.4% | 2,267 | 0.0% | 0.41% | -1.4% |
| Q1 2021 | $501,000 | +7.1% | 2,267 | 0.0% | 0.42% | -0.2% |
| Q4 2020 | $468,000 | +17.9% | 2,267 | +0.5% | 0.42% | +5.8% |
| Q3 2020 | $397,000 | +7.6% | 2,255 | 0.0% | 0.40% | +3.1% |
| Q2 2020 | $369,000 | – | 2,255 | – | 0.39% | – |
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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% |