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 | $2,219,326 | -2.2% | 10,658 | +3.4% | 1.13% | +1.2% |
| Q2 2023 | $2,269,606 | +0.0% | 10,309 | -4.2% | 1.12% | -4.0% |
| Q1 2023 | $2,268,745 | +6.4% | 10,757 | +2.9% | 1.16% | +12.2% |
| Q4 2022 | $2,131,502 | +9.8% | 10,458 | +1.2% | 1.04% | -18.6% |
| Q3 2022 | $1,942,000 | -2.6% | 10,331 | +2.1% | 1.27% | -4.9% |
| Q2 2022 | $1,993,000 | -12.7% | 10,118 | +5.4% | 1.34% | -8.0% |
| Q1 2022 | $2,283,000 | +0.2% | 9,600 | +7.3% | 1.46% | -0.2% |
| Q4 2021 | $2,279,000 | +13.0% | 8,943 | +5.0% | 1.46% | -1.0% |
| Q3 2021 | $2,017,000 | +5.9% | 8,521 | +6.1% | 1.47% | +2.9% |
| Q2 2021 | $1,905,000 | +15.5% | 8,028 | +7.8% | 1.43% | +4.8% |
| Q1 2021 | $1,649,000 | +13.9% | 7,450 | +6.4% | 1.37% | -0.5% |
| Q4 2020 | $1,448,000 | – | 7,004 | – | 1.37% | – |
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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% |