Patriot Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 312 filers reported holding VANGUARD INDEX FDS in Q2 2014. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.

Quarter-by-quarter ownership
Patriot Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2018$399,000
-15.8%
2,8850.0%0.06%
-3.3%
Q3 2018$474,000
+4.2%
2,8850.0%0.06%
-3.2%
Q2 2018$455,000
+2.2%
2,8850.0%0.06%
-1.6%
Q1 2018$445,000
-0.4%
2,8850.0%0.06%0.0%
Q4 2017$447,000
+5.4%
2,8850.0%0.06%
-8.7%
Q3 2017$424,000
+3.2%
2,8850.0%0.07%0.0%
Q2 2017$411,000
+2.2%
2,8850.0%0.07%
+7.8%
Q1 2017$402,000
+5.8%
2,8850.0%0.06%
-11.1%
Q4 2016$380,000
+1.9%
2,8850.0%0.07%0.0%
Q3 2016$373,000
+4.5%
2,8850.0%0.07%
+1.4%
Q2 2016$357,000
+2.0%
2,8850.0%0.07%0.0%
Q1 2016$350,000
+0.9%
2,8850.0%0.07%
-1.4%
Q4 2015$347,000
+3.0%
2,8850.0%0.07%
-7.7%
Q3 2015$337,000
-8.4%
2,8850.0%0.08%
-4.9%
Q2 2015$368,000
-3.9%
2,8850.0%0.08%
-3.5%
Q1 2015$383,000
+7.6%
2,8850.0%0.08%
+2.4%
Q4 2014$356,000
+5.3%
2,8850.0%0.08%0.0%
Q3 2014$338,000
-1.2%
2,8850.0%0.08%
-4.6%
Q2 2014$342,000
+4.3%
2,8850.0%0.09%
-1.1%
Q1 2014$328,0002,8850.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2014
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders