VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,589,134 | -2.8% | 50,851 | +2.8% | 5.58% | -1.9% |
Q2 2023 | $10,891,378 | +4.5% | 49,470 | +0.1% | 5.69% | -1.5% |
Q1 2023 | $10,422,033 | +12.8% | 49,412 | +9.0% | 5.78% | +3.7% |
Q4 2022 | $9,238,210 | +6.7% | 45,328 | -1.6% | 5.58% | -6.3% |
Q3 2022 | $8,657,000 | +8.5% | 46,055 | +13.7% | 5.95% | +10.4% |
Q2 2022 | $7,976,000 | -21.6% | 40,494 | -5.3% | 5.39% | -13.9% |
Q1 2022 | $10,168,000 | +4.2% | 42,752 | +11.6% | 6.26% | +3.4% |
Q4 2021 | $9,760,000 | -7.2% | 38,309 | -13.8% | 6.06% | -37.0% |
Q3 2021 | $10,519,000 | – | 44,429 | – | 9.62% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
JMG Financial Group, Ltd. | 747,274 | $115,663,000 | 13.74% |
Riverpoint Wealth Management Holdings, LLC | 134,706 | $20,855,000 | 13.01% |
Arlington Financial Advisors, LLC | 152,443 | $24,869,000 | 11.73% |
SRS Capital Advisors, Inc. | 156,508 | $24,224,000 | 10.51% |
Paracle Advisors, LLC | 391,544 | $57,708,000 | 10.24% |
O'Brien Wealth Partners LLC | 100,821 | $15,605,000 | 9.85% |
Nadler Financial Group, Inc. | 204,369 | $31,632,000 | 9.65% |
Strategic Point Investment Advisors, LLC | 144,264 | $22,329,000 | 8.74% |
McIlrath & Eck, LLC | 94,987 | $14,702,000 | 8.61% |
Northwest Quadrant Wealth Management, LLC | 81,333 | $12,380,000 | 8.55% |