VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,000 | +93746.2% | 1,172 | -0.8% | 0.20% | +19.5% |
| Q2 2023 | $260 | -8.1% | 1,181 | -12.0% | 0.17% | -16.3% |
| Q1 2023 | $283 | -99.9% | 1,342 | -2.5% | 0.20% | -0.5% |
| Q4 2022 | $280,443 | +13.1% | 1,376 | +4.5% | 0.20% | +6.3% |
| Q3 2022 | $248,000 | -5.0% | 1,317 | -0.5% | 0.19% | -1.0% |
| Q2 2022 | $261,000 | -32.0% | 1,323 | -18.0% | 0.19% | -19.2% |
| Q1 2022 | $384,000 | -12.7% | 1,613 | -6.5% | 0.24% | -16.1% |
| Q4 2021 | $440,000 | – | 1,726 | – | 0.28% | – |
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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% |