VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,635 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $331,709 | -4.9% | 1,370 | -1.9% | 0.27% | -7.6% |
| Q1 2024 | $348,843 | +7.8% | 1,396 | +0.4% | 0.29% | +0.7% |
| Q4 2023 | $323,641 | -28.3% | 1,391 | -35.8% | 0.29% | -13.8% |
| Q3 2023 | $451,202 | -10.1% | 2,167 | -4.9% | 0.33% | -8.3% |
| Q2 2023 | $501,750 | +4.6% | 2,279 | +0.2% | 0.36% | -5.7% |
| Q1 2023 | $479,692 | +4.3% | 2,274 | +0.7% | 0.38% | -3.0% |
| Q4 2022 | $460,130 | -9.4% | 2,258 | -15.9% | 0.40% | -22.2% |
| Q3 2022 | $508,000 | +4.1% | 2,685 | +8.3% | 0.51% | -6.1% |
| Q2 2022 | $488,000 | +1.0% | 2,480 | +22.0% | 0.54% | +16.8% |
| Q1 2022 | $483,000 | -4.0% | 2,033 | +2.9% | 0.46% | -1.9% |
| Q4 2021 | $503,000 | – | 1,975 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCK Partners, Inc. | 113,726 | $23,987,147 | 15.60% |
| Axiom Financial Strategies, LLC | 127,024 | $26,791,921 | 14.90% |
| TL Private Wealth | 119,439 | $25,192,074 | 14.27% |
| Northwest Quadrant Wealth Management, LLC | 218,993 | $46,190,103 | 13.30% |
| OAK HILL WEALTH ADVISORS, LLC | 158,680 | $33,468,413 | 13.19% |
| JMG Financial Group, Ltd. | 1,141,722 | $240,812 | 12.22% |
| SEARCY FINANCIAL SERVICES INC /ADV | 87,730 | $18,503,926 | 11.40% |
| Riverpoint Wealth Management Holdings, LLC | 153,130 | $32,298,061 | 11.15% |
| Ballast, Inc. | 124,349 | $26,227,671 | 10.76% |
| Stone Asset Management Inc. | 29,793 | $6,283,946 | 10.04% |