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 | $337,023 | -7.3% | 1,655 | +0.2% | 0.12% | -4.0% |
| Q2 2023 | $363,737 | +4.6% | 1,652 | +0.2% | 0.12% | +1.6% |
| Q1 2023 | $347,820 | -0.1% | 1,649 | +0.2% | 0.12% | -5.4% |
| Q4 2022 | $348,244 | +12.7% | 1,646 | 0.0% | 0.13% | -1.5% |
| Q3 2022 | $309,000 | -4.6% | 1,646 | 0.0% | 0.13% | +0.8% |
| Q2 2022 | $324,000 | -17.1% | 1,646 | 0.0% | 0.13% | -5.1% |
| Q1 2022 | $391,000 | -6.7% | 1,646 | 0.0% | 0.14% | -11.0% |
| Q4 2021 | $419,000 | +7.4% | 1,646 | 0.0% | 0.16% | -12.9% |
| Q3 2021 | $390,000 | -2.0% | 1,646 | -1.8% | 0.18% | -8.7% |
| Q2 2021 | $398,000 | +7.3% | 1,676 | 0.0% | 0.20% | -12.6% |
| Q1 2021 | $371,000 | – | 1,676 | – | 0.22% | – |
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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% |