VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $237,993 | -20.5% | 1,081 | -23.9% | 0.27% | -37.0% |
| Q1 2023 | $299,506 | -24.2% | 1,420 | -26.8% | 0.43% | -24.2% |
| Q4 2022 | $395,188 | +2.1% | 1,939 | -5.8% | 0.57% | +7.6% |
| Q3 2022 | $387,000 | +33.4% | 2,058 | +39.9% | 0.53% | +44.4% |
| Q2 2022 | $290,000 | -15.9% | 1,471 | +1.4% | 0.36% | +9.9% |
| Q1 2022 | $345,000 | -6.5% | 1,450 | 0.0% | 0.33% | +6.4% |
| Q4 2021 | $369,000 | +7.6% | 1,450 | 0.0% | 0.31% | -2.2% |
| Q3 2021 | $343,000 | -2.0% | 1,450 | -1.7% | 0.32% | -2.4% |
| Q2 2021 | $350,000 | +2.9% | 1,475 | -3.8% | 0.33% | -3.5% |
| Q1 2021 | $340,000 | – | 1,534 | – | 0.34% | – |
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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% |