BAR HARBOR WEALTH MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,681,714
-3.8%
12,878
+1.7%
0.21%0.0%
Q2 2023$2,786,786
+9.2%
12,658
+4.6%
0.21%
+5.4%
Q1 2023$2,552,975
+28.6%
12,104
+24.2%
0.20%
+27.7%
Q4 2022$1,985,721
+7.5%
9,743
-0.9%
0.16%0.0%
Q3 2022$1,848,000
-2.2%
9,830
+2.4%
0.16%
+5.3%
Q2 2022$1,890,0009,5950.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders