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 | $308,403 | -10.5% | 1,481 | -5.4% | 0.04% | -2.4% |
| Q2 2023 | $344,771 | +4.4% | 1,566 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $330,301 | +1.9% | 1,566 | -1.6% | 0.04% | -10.9% |
| Q4 2022 | $324,262 | +8.4% | 1,591 | 0.0% | 0.05% | -32.4% |
| Q3 2022 | $299,000 | -36.8% | 1,591 | -20.1% | 0.07% | +58.1% |
| Q1 2022 | $473,000 | -6.7% | 1,991 | 0.0% | 0.04% | -8.5% |
| Q4 2021 | $507,000 | +115.7% | 1,991 | +100.3% | 0.05% | +95.8% |
| Q3 2021 | $235,000 | -3.3% | 994 | -2.9% | 0.02% | -4.0% |
| Q2 2021 | $243,000 | +14.1% | 1,024 | -0.9% | 0.02% | +8.7% |
| Q1 2021 | $213,000 | -0.5% | 1,033 | 0.0% | 0.02% | -4.2% |
| Q4 2020 | $214,000 | – | 1,033 | – | 0.02% | – |
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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% |