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 | $860,055 | -1.9% | 4,130 | +3.7% | 0.04% | +9.4% |
| Q2 2023 | $876,927 | +3.3% | 3,983 | -1.0% | 0.03% | +3.2% |
| Q1 2023 | $848,979 | -10.3% | 4,025 | -13.3% | 0.03% | -16.2% |
| Q4 2022 | $946,274 | +8.4% | 4,643 | -0.0% | 0.04% | -5.1% |
| Q3 2022 | $873,000 | -6.4% | 4,644 | -1.9% | 0.04% | 0.0% |
| Q2 2022 | $933,000 | -15.6% | 4,736 | +1.9% | 0.04% | 0.0% |
| Q1 2022 | $1,105,000 | +0.7% | 4,647 | +7.9% | 0.04% | +5.4% |
| Q4 2021 | $1,097,000 | +27.6% | 4,305 | +18.5% | 0.04% | +15.6% |
| Q3 2021 | $860,000 | +124.0% | 3,633 | +124.8% | 0.03% | +88.2% |
| Q2 2021 | $384,000 | +624.5% | 1,616 | +398.8% | 0.02% | +325.0% |
| Q2 2020 | $53,000 | -59.2% | 324 | -55.7% | 0.00% | -55.6% |
| Q4 2019 | $130,000 | +6.6% | 731 | +0.3% | 0.01% | 0.0% |
| Q3 2019 | $122,000 | +71.8% | 729 | +66.8% | 0.01% | +80.0% |
| Q1 2019 | $71,000 | – | 437 | – | 0.01% | – |
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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% |