VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,084,623 | +108.6% | 125,262 | +120.6% | 13.47% | +38.9% |
| Q2 2023 | $12,502,558 | +13.7% | 56,789 | +8.9% | 9.70% | -0.5% |
| Q1 2023 | $10,995,426 | +7.2% | 52,131 | +3.6% | 9.75% | -4.9% |
| Q4 2022 | $10,256,308 | +15.1% | 50,323 | +6.2% | 10.25% | +2.0% |
| Q3 2022 | $8,908,000 | +39.4% | 47,387 | +46.1% | 10.04% | +44.7% |
| Q2 2022 | $6,390,000 | -33.3% | 32,444 | -19.4% | 6.94% | -20.1% |
| Q1 2022 | $9,576,000 | -0.2% | 40,264 | -0.6% | 8.69% | +4.3% |
| Q4 2021 | $9,591,000 | – | 40,510 | – | 8.33% | – |
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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% |