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 | $283,506 | +1.5% | 1,386 | +8.1% | 0.05% | +2.0% |
Q2 2023 | $279,348 | +6.2% | 1,282 | +0.9% | 0.05% | +4.3% |
Q1 2023 | $262,983 | -0.4% | 1,271 | 0.0% | 0.05% | -2.1% |
Q4 2022 | $264,101 | +5.2% | 1,271 | 0.0% | 0.05% | -4.0% |
Q3 2022 | $251,000 | -1.2% | 1,271 | 0.0% | 0.05% | 0.0% |
Q2 2022 | $254,000 | -22.3% | 1,271 | -8.6% | 0.05% | -16.7% |
Q1 2022 | $327,000 | -19.5% | 1,390 | -22.0% | 0.06% | -20.0% |
Q4 2021 | $406,000 | -28.8% | 1,781 | -25.9% | 0.08% | -32.4% |
Q2 2021 | $570,000 | -82.8% | 2,402 | -83.9% | 0.11% | -85.0% |
Q1 2021 | $3,307,000 | +5.2% | 14,940 | -1.7% | 0.74% | +5.2% |
Q4 2020 | $3,143,000 | +15.3% | 15,199 | -1.7% | 0.70% | +10.3% |
Q3 2020 | $2,725,000 | +8.0% | 15,458 | +0.4% | 0.64% | +42.6% |
Q2 2020 | $2,524,000 | +145.8% | 15,394 | +97.3% | 0.45% | -5.9% |
Q1 2020 | $1,027,000 | – | 7,802 | – | 0.48% | – |
Download |
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% |