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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,117 | -5.3% | 961 | +0.1% | 0.07% | -4.3% |
| Q2 2023 | $211,267 | +25.0% | 960 | +19.9% | 0.07% | +12.9% |
| Q1 2023 | $168,991 | +34.0% | 801 | +19.4% | 0.06% | +3.3% |
| Q4 2022 | $126,102 | +0.1% | 671 | 0.0% | 0.06% | +1.7% |
| Q3 2022 | $126,000 | +6.8% | 671 | +13.2% | 0.06% | -7.8% |
| Q2 2022 | $118,000 | +84.4% | 593 | +121.3% | 0.06% | +100.0% |
| Q1 2022 | $64,000 | +16.4% | 268 | +23.5% | 0.03% | +14.3% |
| Q4 2021 | $55,000 | +7.8% | 217 | 0.0% | 0.03% | -3.4% |
| Q3 2021 | $51,000 | -1.9% | 217 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $52,000 | +18.2% | 217 | +10.2% | 0.03% | 0.0% |
| Q1 2021 | $44,000 | +22.2% | 197 | +13.2% | 0.03% | +7.4% |
| Q4 2020 | $36,000 | -20.0% | 174 | -47.6% | 0.03% | -41.3% |
| Q1 2020 | $45,000 | – | 332 | – | 0.05% | – |
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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% |