SHEETS SMITH WEALTH MANAGEMENT - VANGUARD INDEX FDS ownership

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
SHEETS SMITH WEALTH MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,162,709
-4.3%
15,188
+1.2%
0.48%
-0.2%
Q2 2023$3,305,220
+58.8%
15,013
+52.2%
0.48%
+51.9%
Q1 2023$2,080,896
+3.8%
9,866
+0.3%
0.32%
+1.3%
Q4 2022$2,004,229
+23.2%
9,834
+13.6%
0.31%
+15.4%
Q3 2022$1,627,000
-1.5%
8,654
+3.3%
0.27%0.0%
Q2 2022$1,651,000
+9.3%
8,381
+32.0%
0.27%
+30.8%
Q1 2022$1,510,000
-4.3%
6,348
+2.5%
0.21%
+6.1%
Q4 2021$1,578,000
+8.9%
6,194
+1.2%
0.20%
-0.5%
Q3 2021$1,449,000
-0.1%
6,121
+0.2%
0.20%
+1.0%
Q2 2021$1,450,000
+5.2%
6,110
-1.8%
0.20%
-3.9%
Q1 2021$1,378,000
+7.3%
6,225
+0.2%
0.20%
+4.6%
Q4 2020$1,284,000
+13.2%
6,210
-3.5%
0.19%
-1.5%
Q3 2020$1,134,000
+7.7%
6,434
+0.2%
0.20%
-6.6%
Q2 2020$1,053,000
+153.1%
6,424
+103.4%
0.21%
+142.5%
Q1 2020$416,0003,1580.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders