VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,313,733 | -4.0% | 25,517 | +1.4% | 3.57% | -3.7% |
| Q2 2023 | $5,537,783 | +7.9% | 25,153 | +3.3% | 3.71% | -3.5% |
| Q1 2023 | $5,134,429 | +12.4% | 24,343 | +8.6% | 3.84% | +10.1% |
| Q4 2022 | $4,567,986 | +6.0% | 22,413 | -2.3% | 3.49% | +2.6% |
| Q3 2022 | $4,310,000 | +1.2% | 22,929 | +6.1% | 3.40% | +2.7% |
| Q2 2022 | $4,257,000 | -12.0% | 21,613 | +6.3% | 3.31% | +7.3% |
| Q1 2022 | $4,836,000 | +19.8% | 20,333 | +23.0% | 3.09% | +10.6% |
| Q4 2021 | $4,037,000 | +23.8% | 16,537 | +26.0% | 2.79% | +21.3% |
| Q3 2021 | $3,262,000 | +8.7% | 13,127 | +3.9% | 2.30% | +8.2% |
| Q2 2021 | $3,000,000 | +74.5% | 12,640 | +62.8% | 2.12% | +70.3% |
| Q1 2021 | $1,719,000 | +12.5% | 7,766 | +5.1% | 1.25% | -16.7% |
| Q4 2020 | $1,528,000 | – | 7,391 | – | 1.50% | – |
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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% |