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 | $553,085 | -9.7% | 2,656 | -4.5% | 0.10% | -9.6% |
| Q2 2023 | $612,265 | +9.3% | 2,781 | +4.7% | 0.11% | +7.5% |
| Q1 2023 | $560,204 | -14.4% | 2,656 | -17.3% | 0.11% | -20.3% |
| Q4 2022 | $654,638 | +8.4% | 3,212 | +0.0% | 0.13% | -8.3% |
| Q3 2022 | $604,000 | -53.8% | 3,211 | -51.7% | 0.14% | -52.6% |
| Q2 2022 | $1,308,000 | -90.8% | 6,642 | -88.9% | 0.31% | -89.2% |
| Q1 2022 | $14,192,000 | -9.1% | 59,671 | -2.6% | 2.83% | -15.4% |
| Q4 2021 | $15,608,000 | +1405.1% | 61,262 | +1299.3% | 3.34% | +813.7% |
| Q3 2021 | $1,037,000 | -92.6% | 4,378 | -92.6% | 0.37% | -89.1% |
| Q2 2021 | $14,053,000 | +7.7% | 59,208 | +0.4% | 3.35% | +4.4% |
| Q1 2021 | $13,050,000 | +3772.4% | 58,963 | +3512.9% | 3.21% | +3145.5% |
| Q4 2020 | $337,000 | – | 1,632 | – | 0.10% | – |
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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% |