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 | $290,927 | -11.6% | 1,397 | -6.6% | 0.11% | -14.5% |
| Q2 2023 | $329,037 | +8.4% | 1,495 | +3.9% | 0.12% | -1.6% |
| Q1 2023 | $303,514 | +2.8% | 1,439 | -0.7% | 0.13% | -8.7% |
| Q4 2022 | $295,321 | +7.4% | 1,449 | -0.7% | 0.14% | +2.2% |
| Q3 2022 | $275,000 | -30.2% | 1,459 | -27.0% | 0.14% | -26.6% |
| Q2 2022 | $394,000 | -17.9% | 1,999 | -0.8% | 0.18% | -0.5% |
| Q1 2022 | $480,000 | – | 2,016 | – | 0.18% | – |
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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% |