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 | $3,849,316 | -12.9% | 18,485 | -7.9% | 4.35% | -39.2% |
Q2 2023 | $4,419,712 | +4.4% | 20,075 | 0.0% | 7.14% | +128.0% |
Q1 2023 | $4,234,219 | +3.5% | 20,075 | 0.0% | 3.13% | -51.2% |
Q4 2022 | $4,091,486 | +8.4% | 20,075 | 0.0% | 6.43% | -5.7% |
Q3 2022 | $3,774,000 | -4.6% | 20,075 | 0.0% | 6.81% | +1246.0% |
Q2 2022 | $3,954,000 | -17.2% | 20,075 | 0.0% | 0.51% | -4.3% |
Q1 2022 | $4,775,000 | -6.6% | 20,075 | 0.0% | 0.53% | -6.0% |
Q4 2021 | $5,115,000 | +7.6% | 20,075 | 0.0% | 0.56% | +2.4% |
Q3 2021 | $4,753,000 | -0.3% | 20,075 | 0.0% | 0.55% | +3.2% |
Q2 2021 | $4,765,000 | +172.0% | 20,075 | +153.6% | 0.53% | +162.6% |
Q1 2021 | $1,752,000 | +7.0% | 7,915 | 0.0% | 0.20% | -7.3% |
Q4 2020 | $1,637,000 | +17.3% | 7,915 | 0.0% | 0.22% | -7.6% |
Q3 2020 | $1,395,000 | +7.6% | 7,915 | 0.0% | 0.24% | +0.4% |
Q2 2020 | $1,297,000 | – | 7,915 | – | 0.24% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BCK Partners, Inc. | 117,550 | $24,478,654 | 15.26% |
TL Private Wealth | 118,648 | $24,685,931 | 14.14% |
Axiom Financial Strategies, LLC | 99,551 | $20,730,396 | 13.91% |
Conrad Siegel Investment Advisors, Inc. | 125,262 | $26,084,623 | 13.47% |
Northwest Quadrant Wealth Management, LLC | 223,403 | $46,521,416 | 13.06% |
OAK HILL WEALTH ADVISORS, LLC | 172,303 | $35,880,410 | 11.97% |
JMG Financial Group, Ltd. | 1,183,719 | $246,497,747 | 11.89% |
CONSILIO WEALTH ADVISORS, LLC | 99,247 | $20,141,211 | 11.71% |
SEARCY FINANCIAL SERVICES INC /ADV | 90,189 | $18,780,914 | 11.34% |
Stephens Consulting, LLC | 130,925 | $27,263,827 | 11.07% |