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 | $3,484,504 | -55.9% | 16,733 | -53.4% | 1.60% | -54.0% |
| Q2 2023 | $7,898,122 | +16.1% | 35,874 | +11.2% | 3.48% | +1.3% |
| Q1 2023 | $6,804,823 | -8.0% | 32,263 | -11.1% | 3.43% | -4.6% |
| Q4 2022 | $7,397,118 | +3.3% | 36,294 | +0.9% | 3.60% | +0.6% |
| Q3 2022 | $7,158,000 | -7.3% | 35,975 | +0.6% | 3.58% | -8.7% |
| Q2 2022 | $7,719,000 | +85.5% | 35,770 | +88.1% | 3.92% | +73.2% |
| Q1 2022 | $4,161,000 | -20.9% | 19,019 | -7.9% | 2.26% | -20.0% |
| Q4 2021 | $5,261,000 | +2.4% | 20,648 | +1.4% | 2.83% | -1.2% |
| Q3 2021 | $5,139,000 | +0.6% | 20,364 | -4.1% | 2.86% | -5.5% |
| Q2 2021 | $5,107,000 | -22.9% | 21,236 | -27.1% | 3.03% | -33.1% |
| Q1 2021 | $6,620,000 | +7.1% | 29,119 | +5.3% | 4.53% | +3.4% |
| Q4 2020 | $6,181,000 | – | 27,647 | – | 4.38% | – |
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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% |