JMG Financial Group, Ltd. - 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
JMG Financial Group, Ltd. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$246,497,747
+94120.8%
1,183,719
-0.4%
11.89%
-3.0%
Q2 2023$261,617
+8.6%
1,188,302
+4.1%
12.26%
+0.4%
Q1 2023$240,812
+4.6%
1,141,722
+1.1%
12.22%
-3.3%
Q4 2022$230,157
-99.9%
1,129,271
-0.7%
12.63%
-9.1%
Q3 2022$213,819,000
-7.4%
1,137,454
-2.9%
13.89%
-2.9%
Q2 2022$230,789,000
-34.0%
1,171,697
-20.3%
14.31%
-18.5%
Q1 2022$349,776,000
-3.0%
1,470,636
+3.9%
17.56%
-4.8%
Q4 2021$360,545,000
+11.6%
1,415,179
+3.7%
18.45%
+2.3%
Q3 2021$323,082,000
+3.0%
1,364,599
+3.3%
18.03%
+2.2%
Q2 2021$313,593,000
+10.7%
1,321,225
+3.2%
17.64%
+0.8%
Q1 2021$283,243,000
+10.9%
1,279,673
+3.6%
17.51%
-0.3%
Q4 2020$255,379,000
+15.2%
1,235,088
-1.8%
17.56%
-2.2%
Q3 2020$221,711,000
+10.3%
1,257,865
+2.6%
17.97%
+1.9%
Q2 2020$201,017,000
+22.8%
1,226,387
-1.4%
17.64%
+1.0%
Q1 2020$163,697,000
-7.7%
1,243,428
+25.0%
17.46%
+1.2%
Q4 2019$177,278,000
+13.0%
994,940
+6.3%
17.25%
+5.1%
Q3 2019$156,874,000
+3.8%
936,004
+3.5%
16.42%
+1.3%
Q2 2019$151,136,000
+12.8%
904,138
+8.5%
16.20%
+3.9%
Q1 2019$133,951,000
+1.5%
833,287
-12.8%
15.60%
+2.9%
Q4 2018$131,997,000
-17.7%
955,251
-2.2%
15.16%
-9.8%
Q3 2018$160,386,000
+17.4%
976,833
+12.7%
16.80%
+11.8%
Q2 2018$136,578,000
+15.5%
866,392
+13.0%
15.03%
+7.9%
Q1 2018$118,262,000
+2.2%
766,889
+2.6%
13.93%
+1.4%
Q4 2017$115,663,000
+6.7%
747,274
+1.4%
13.74%
-1.2%
Q3 2017$108,375,000
-1.6%
737,248
-4.6%
13.92%
+1.5%
Q2 2017$110,098,000
+6.6%
772,513
+4.1%
13.71%
+0.5%
Q1 2017$103,299,000
+25.6%
741,877
+18.7%
13.64%
+8.6%
Q4 2016$82,243,000
+5.0%
624,808
+3.3%
12.56%
-1.7%
Q3 2016$78,310,000
+11.4%
604,992
+6.4%
12.78%
+5.3%
Q2 2016$70,272,000
+36.3%
568,406
+33.7%
12.14%
+25.5%
Q1 2016$51,554,000
+133.5%
425,254
+131.4%
9.67%
+107.4%
Q4 2015$22,076,000
+22.7%
183,797
+19.1%
4.66%
+5.6%
Q3 2015$17,999,000
+1.4%
154,277
+10.7%
4.42%
+7.7%
Q2 2015$17,755,000
+2.0%
139,335
+6.2%
4.10%
+0.9%
Q1 2015$17,404,000
+13.8%
131,154
+6.0%
4.06%
+1.9%
Q4 2014$15,291,000
+9.0%
123,757
+3.5%
3.99%
+2.3%
Q3 2014$14,032,000
-0.3%
119,616
+0.9%
3.90%
-1.7%
Q2 2014$14,074,000
+12.3%
118,595
+7.5%
3.97%
+3.8%
Q1 2014$12,532,000
-0.1%
110,332
-3.3%
3.82%
+2.7%
Q4 2013$12,548,000
+8.7%
114,055
+1.2%
3.72%
-0.8%
Q3 2013$11,545,000
+8.5%
112,650
+0.7%
3.75%
+4.2%
Q2 2013$10,645,000111,8853.60%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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