VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,271,260 | -5.2% | 6,105 | +0.2% | 1.32% | -0.2% |
| Q2 2023 | $1,341,687 | +1.8% | 6,094 | -2.5% | 1.33% | -0.7% |
| Q1 2023 | $1,317,936 | +5.7% | 6,249 | +64.1% | 1.34% | +2.5% |
| Q4 2022 | $1,246,487 | +10.7% | 3,809 | -35.5% | 1.30% | +3.6% |
| Q3 2022 | $1,126,000 | -2.9% | 5,910 | +0.3% | 1.26% | +1.9% |
| Q2 2022 | $1,160,000 | -17.6% | 5,890 | -0.5% | 1.23% | -3.7% |
| Q1 2022 | $1,407,000 | -3.4% | 5,920 | +3.5% | 1.28% | -1.5% |
| Q4 2021 | $1,457,000 | – | 5,720 | – | 1.30% | – |
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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% |