WHALEROCK POINT PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
WHALEROCK POINT PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$261,341
-5.4%
1,2550.0%0.09%
-3.2%
Q2 2023$276,301
+4.4%
1,2550.0%0.09%
-4.1%
Q1 2023$264,705
+3.5%
1,2550.0%0.10%
-5.8%
Q4 2022$255,782
-52.3%
1,255
-69.2%
0.10%
-50.7%
Q4 2016$536,000
+7.0%
4,072
+5.2%
0.21%
+1.9%
Q3 2016$501,000
-20.9%
3,872
-25.9%
0.21%
-24.2%
Q1 2016$633,000
+123.7%
5,222
+114.7%
0.27%
+123.8%
Q3 2015$283,000
-9.3%
2,432
-0.8%
0.12%
-5.4%
Q2 2015$312,000
+40.5%
2,452
+36.2%
0.13%
+37.2%
Q4 2014$222,0001,8000.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders