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 | $2,408,155 | +3.8% | 11,530 | +8.4% | 0.20% | +6.5% |
| Q2 2023 | $2,319,610 | -8.4% | 10,637 | -12.9% | 0.18% | -11.5% |
| Q1 2023 | $2,533,220 | +20.5% | 12,213 | +18.4% | 0.21% | +13.7% |
| Q4 2022 | $2,102,707 | +64.5% | 10,317 | +53.1% | 0.18% | +50.0% |
| Q3 2022 | $1,278,000 | -14.0% | 6,740 | -10.0% | 0.12% | -11.6% |
| Q2 2022 | $1,486,000 | -16.5% | 7,485 | +1.4% | 0.14% | -10.4% |
| Q1 2022 | $1,779,000 | – | 7,380 | – | 0.15% | – |
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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% |