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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $318,489 | +3.5% | 1,510 | 0.0% | 0.37% | +10.4% |
| Q4 2022 | $307,753 | +4.3% | 1,510 | -3.7% | 0.34% | +11.6% |
| Q3 2022 | $295,000 | -26.4% | 1,568 | -23.1% | 0.30% | -14.7% |
| Q2 2022 | $401,000 | -24.2% | 2,038 | -8.4% | 0.35% | -10.8% |
| Q1 2022 | $529,000 | -13.0% | 2,225 | -6.7% | 0.40% | -10.0% |
| Q4 2021 | $608,000 | +7.6% | 2,385 | 0.0% | 0.44% | -3.7% |
| Q3 2021 | $565,000 | -0.2% | 2,385 | 0.0% | 0.46% | -0.2% |
| Q2 2021 | $566,000 | +7.2% | 2,385 | 0.0% | 0.46% | -23.6% |
| Q1 2021 | $528,000 | +5.6% | 2,385 | -1.4% | 0.60% | +3.3% |
| Q4 2020 | $500,000 | +4.4% | 2,420 | -11.0% | 0.58% | -3.0% |
| Q3 2020 | $479,000 | -0.8% | 2,720 | 0.0% | 0.60% | -1.0% |
| Q2 2020 | $483,000 | – | 2,720 | – | 0.61% | – |
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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% |