Investments & Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Investments & Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,761,784
+5.8%
18,065
+11.9%
3.35%
+8.9%
Q2 2023$3,555,033
+31.4%
16,147
+25.8%
3.08%
+24.0%
Q1 2023$2,706,292
+73.5%
12,831
+67.7%
2.48%
+62.6%
Q4 2022$1,559,700
+163.9%
7,653
+155.3%
1.53%
+150.9%
Q2 2022$591,0002,9980.61%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders