VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 5 filers reported holding VANGUARD INDEX FDS in Q1 2012. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,202,463 | +0.2% | 20,181 | +5.9% | 2.76% | +0.8% |
| Q2 2023 | $4,194,422 | +9.8% | 19,052 | +5.2% | 2.73% | -5.8% |
| Q1 2023 | $3,820,717 | -9.2% | 18,115 | -12.3% | 2.90% | -12.6% |
| Q4 2022 | $4,207,879 | +10.6% | 20,646 | +2.0% | 3.32% | +1.3% |
| Q3 2022 | $3,804,000 | -4.9% | 20,234 | -0.3% | 3.28% | +1.2% |
| Q2 2022 | $3,998,000 | -9.4% | 20,297 | +0.6% | 3.24% | -7.5% |
| Q1 2022 | $4,413,000 | -25.2% | 20,174 | -12.9% | 3.50% | -16.8% |
| Q4 2021 | $5,903,000 | +7.4% | 23,171 | -0.2% | 4.21% | -3.4% |
| Q3 2021 | $5,498,000 | +1.8% | 23,224 | +2.0% | 4.36% | -0.7% |
| Q2 2021 | $5,402,000 | +5.4% | 22,758 | -1.7% | 4.39% | -3.0% |
| Q1 2021 | $5,125,000 | -6.0% | 23,153 | -12.2% | 4.52% | -9.2% |
| Q4 2020 | $5,455,000 | +6.4% | 26,383 | +14.0% | 4.98% | +10.1% |
| Q1 2012 | $5,125,000 | – | 23,153 | – | 4.52% | – |
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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% |