VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $496,652 | -7.9% | 2,385 | -2.6% | 0.34% | -10.4% |
| Q2 2023 | $539,172 | -8.9% | 2,449 | -12.7% | 0.38% | -19.7% |
| Q1 2023 | $591,842 | +49.5% | 2,806 | +44.4% | 0.47% | +33.0% |
| Q4 2022 | $396,003 | +21.1% | 1,943 | +11.6% | 0.35% | +16.2% |
| Q3 2022 | $327,000 | -4.7% | 1,741 | 0.0% | 0.30% | -1.6% |
| Q2 2022 | $343,000 | -17.1% | 1,741 | 0.0% | 0.31% | -16.1% |
| Q1 2022 | $414,000 | -2.6% | 1,741 | +4.4% | 0.37% | -1.1% |
| Q4 2021 | $425,000 | +5.7% | 1,668 | -1.8% | 0.37% | -1.1% |
| Q3 2021 | $402,000 | -0.2% | 1,698 | 0.0% | 0.38% | -3.4% |
| Q2 2021 | $403,000 | -1.5% | 1,698 | -8.1% | 0.39% | -10.4% |
| Q1 2021 | $409,000 | +7.1% | 1,848 | 0.0% | 0.43% | +15.5% |
| Q4 2020 | $382,000 | – | 1,848 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCK Partners, Inc. | 117,550 | $24,478,654 | 15.26% |
| TL Private Wealth | 118,648 | $24,685,931 | 14.14% |
| Axiom Financial Strategies, LLC | 99,551 | $20,730,396 | 13.91% |
| Conrad Siegel Investment Advisors, Inc. | 125,262 | $26,084,623 | 13.47% |
| Northwest Quadrant Wealth Management, LLC | 223,403 | $46,521,416 | 13.06% |
| OAK HILL WEALTH ADVISORS, LLC | 172,303 | $35,880,410 | 11.97% |
| JMG Financial Group, Ltd. | 1,183,719 | $246,497,747 | 11.89% |
| CONSILIO WEALTH ADVISORS, LLC | 99,247 | $20,141,211 | 11.71% |
| SEARCY FINANCIAL SERVICES INC /ADV | 90,189 | $18,780,914 | 11.34% |
| Stephens Consulting, LLC | 130,925 | $27,263,827 | 11.07% |