WHALEROCK POINT PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,603 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
Q2 2024$303,835
-3.1%
1,2550.0%0.08%
-5.8%
Q1 2024$313,574
+7.4%
1,2550.0%0.09%
-4.4%
Q4 2023$291,963
+11.7%
1,2550.0%0.09%
-1.1%
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 ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders