VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $651,375 | -5.4% | 3,128 | 0.0% | 0.07% | -2.9% |
Q2 2023 | $688,660 | +4.4% | 3,128 | 0.0% | 0.07% | 0.0% |
Q1 2023 | $659,758 | +2.6% | 3,128 | -0.9% | 0.07% | 0.0% |
Q4 2022 | $643,021 | -29.7% | 3,155 | -35.2% | 0.07% | -34.3% |
Q3 2022 | $915,000 | -6.5% | 4,866 | -2.1% | 0.10% | +5.0% |
Q2 2022 | $979,000 | +20.1% | 4,972 | +45.1% | 0.10% | +40.8% |
Q1 2022 | $815,000 | -9.2% | 3,426 | -2.8% | 0.07% | -6.6% |
Q4 2021 | $898,000 | +7.5% | 3,526 | 0.0% | 0.08% | -3.8% |
Q3 2021 | $835,000 | -15.0% | 3,526 | -14.7% | 0.08% | -16.8% |
Q2 2021 | $982,000 | +22.0% | 4,136 | +13.8% | 0.10% | +15.9% |
Q1 2021 | $805,000 | +19.1% | 3,636 | +11.2% | 0.08% | +17.1% |
Q4 2020 | $676,000 | +19.9% | 3,271 | +2.3% | 0.07% | +6.1% |
Q3 2020 | $564,000 | +7.6% | 3,198 | 0.0% | 0.07% | +1.5% |
Q2 2020 | $524,000 | +24.5% | 3,198 | 0.0% | 0.06% | +6.6% |
Q1 2020 | $421,000 | – | 3,198 | – | 0.06% | – |
Download |
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% |