OXFORD FINANCIAL GROUP, LTD. LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 647 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,198,436
-4.3%
36,269
-0.7%
0.45%
-13.2%
Q2 2023$5,434,230
+2.5%
36,513
-3.4%
0.52%
-13.1%
Q1 2023$5,301,663
+8.3%
37,815
+2.6%
0.60%
+4.4%
Q4 2022$4,895,758
+4.1%
36,849
-0.4%
0.57%
-19.4%
Q3 2022$4,702,000
-1.2%
36,989
+1.9%
0.71%
+0.7%
Q2 2022$4,761,000
-20.8%
36,312
+0.0%
0.70%
-8.0%
Q1 2022$6,013,000
-10.1%
36,298
-0.8%
0.76%
+1.5%
Q4 2021$6,690,000
+0.0%
36,587
-0.2%
0.75%
-11.7%
Q3 2021$6,688,000
-2.3%
36,676
+1.1%
0.85%
-7.2%
Q2 2021$6,844,000
+2.5%
36,289
-3.8%
0.92%
-0.8%
Q1 2021$6,675,000
+6.6%
37,730
-0.8%
0.92%
+2.0%
Q4 2020$6,260,000
+18.5%
38,016
-6.6%
0.91%
+6.5%
Q3 2020$5,282,000
+5.0%
40,718
-4.2%
0.85%
-0.1%
Q2 2020$5,031,000
+29.6%
42,517
-0.8%
0.85%
+9.9%
Q1 2020$3,882,000
-28.4%
42,877
-0.4%
0.78%
-48.4%
Q4 2019$5,425,000
+34.7%
43,062
+24.4%
1.50%
+18.2%
Q3 2019$4,028,000
-3.1%
34,627
-1.2%
1.27%
-6.6%
Q2 2019$4,158,000
+19.9%
35,064
+16.8%
1.36%
+10.0%
Q1 2019$3,467,000
+90.5%
30,025
+64.6%
1.24%
+108.6%
Q4 2018$1,820,00018,2370.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders