VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,057,014 | -2.6% | 38,691 | +2.9% | 4.11% | +8.6% |
| Q2 2023 | $8,275,374 | +8.6% | 37,588 | +4.0% | 3.79% | -1.1% |
| Q1 2023 | $7,620,118 | +6.2% | 36,128 | +2.7% | 3.83% | -3.9% |
| Q4 2022 | $7,172,074 | +10.6% | 35,190 | +2.0% | 3.98% | +11.2% |
| Q3 2022 | $6,486,000 | +26.0% | 34,505 | +32.0% | 3.58% | -2.1% |
| Q2 2022 | $5,147,000 | -13.8% | 26,132 | +4.1% | 3.66% | +18.1% |
| Q1 2022 | $5,968,000 | +2.2% | 25,092 | +9.5% | 3.10% | +7.4% |
| Q4 2021 | $5,837,000 | +9.2% | 22,910 | +1.5% | 2.88% | -0.9% |
| Q3 2021 | $5,346,000 | +2.1% | 22,578 | +3.6% | 2.91% | +7.7% |
| Q2 2021 | $5,238,000 | +21.3% | 21,783 | +11.7% | 2.70% | +8.7% |
| Q1 2021 | $4,318,000 | +20.9% | 19,508 | +13.0% | 2.48% | +18.6% |
| Q4 2020 | $3,571,000 | – | 17,269 | – | 2.09% | – |
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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% |