Disciplined Investments, LLC - VANGUARD INDEX FDS ownership

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
Disciplined Investments, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$329,895
-6.3%
1,584
-0.9%
0.20%
+6.9%
Q2 2023$351,979
-59.5%
1,599
-61.2%
0.19%
-48.6%
Q1 2023$868,679
+3.1%
4,119
-0.3%
0.37%
-11.2%
Q4 2022$842,188
+5.4%
4,132
-2.8%
0.41%
+12.3%
Q3 2022$799,000
-5.1%
4,250
-0.6%
0.37%
-3.4%
Q2 2022$842,000
-61.0%
4,277
-52.9%
0.38%
-14.8%
Q1 2022$2,160,000
+92.7%
9,080
+106.4%
0.45%
-9.7%
Q4 2021$1,121,000
+5.9%
4,399
-1.7%
0.49%
-3.9%
Q3 2021$1,059,000
-4.1%
4,473
-3.8%
0.51%
-9.3%
Q2 2021$1,104,000
+8.1%
4,652
+0.8%
0.57%
-5.7%
Q1 2021$1,021,000
+0.8%
4,615
-5.8%
0.60%
-11.2%
Q4 2020$1,013,000
+7.3%
4,901
-8.5%
0.68%
-2.7%
Q3 2020$944,000
+7.0%
5,356
-0.4%
0.70%
+1.5%
Q2 2020$882,000
+35.3%
5,379
+8.6%
0.69%
+10.6%
Q1 2020$652,000
+1.6%
4,951
+37.3%
0.62%
+14.4%
Q4 2019$642,0003,6050.54%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders