VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,432 | -6.3% | 2,264 | -1.0% | 0.26% | -5.1% |
| Q2 2023 | $503,250 | +4.4% | 2,286 | 0.0% | 0.28% | +40.6% |
| Q1 2023 | $482,118 | +2.8% | 2,286 | -0.7% | 0.20% | -12.4% |
| Q4 2022 | $469,117 | -0.6% | 2,302 | -2.2% | 0.22% | -10.7% |
| Q3 2022 | $472,000 | +0.2% | 2,353 | -0.3% | 0.25% | -6.7% |
| Q2 2022 | $471,000 | -17.1% | 2,360 | -0.5% | 0.27% | -8.2% |
| Q1 2022 | $568,000 | -18.4% | 2,373 | -13.1% | 0.29% | -13.8% |
| Q4 2021 | $696,000 | +14.9% | 2,730 | +6.6% | 0.34% | -13.0% |
| Q3 2021 | $606,000 | +0.5% | 2,561 | +0.7% | 0.39% | -2.0% |
| Q2 2021 | $603,000 | +7.3% | 2,542 | +0.0% | 0.40% | -12.1% |
| Q1 2021 | $562,000 | +18.1% | 2,541 | +10.5% | 0.46% | +2.7% |
| Q4 2020 | $476,000 | – | 2,300 | – | 0.44% | – |
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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% |