WMS Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,709,764
-7.2%
27,419
-1.9%
0.45%
-6.8%
Q2 2023$6,152,264
+3.3%
27,945
-1.0%
0.48%
-7.1%
Q1 2023$5,954,298
+2.5%
28,230
-1.0%
0.52%
-9.4%
Q4 2022$5,808,940
+3.8%
28,502
-4.2%
0.58%
-24.3%
Q3 2022$5,595,000
-9.5%
29,764
-5.2%
0.76%
-21.1%
Q2 2022$6,184,000
-18.3%
31,394
-1.4%
0.96%
-7.2%
Q1 2022$7,571,000
+1.4%
31,834
+1.0%
1.04%
-5.2%
Q3 2021$7,465,000
-3.7%
31,531
-3.5%
1.10%
-4.5%
Q2 2021$7,755,000
+5.3%
32,671
-1.8%
1.15%
-31.6%
Q1 2021$7,364,000
+6.1%
33,271
-0.9%
1.68%
+40.2%
Q4 2020$6,942,000
+13.0%
33,572
-3.7%
1.20%
+0.3%
Q3 2020$6,142,000
+0.6%
34,844
-6.5%
1.19%
-5.8%
Q2 2020$6,108,000
+24.3%
37,262
-0.1%
1.26%
-7.2%
Q1 2020$4,912,000
-32.5%
37,313
-8.7%
1.36%
-16.2%
Q4 2019$7,279,000
+4.1%
40,851
-2.1%
1.63%
-3.2%
Q3 2019$6,990,000
-12.7%
41,709
-13.0%
1.68%
-14.7%
Q2 2019$8,010,000
-6.9%
47,917
-10.5%
1.97%
-8.2%
Q1 2019$8,606,000
+6.5%
53,539
-8.5%
2.14%
-5.1%
Q4 2018$8,082,000
-16.9%
58,489
-1.2%
2.26%
+107.1%
Q3 2018$9,720,000
-4.4%
59,201
-8.2%
1.09%
-7.7%
Q2 2018$10,170,000
-7.6%
64,515
-9.6%
1.18%
-9.6%
Q1 2018$11,005,000
-3.3%
71,366
-2.9%
1.31%
+2.0%
Q4 2017$11,379,000
+2.2%
73,517
-3.0%
1.28%
-3.3%
Q3 2017$11,137,000
+2.6%
75,759
-0.5%
1.33%
-1.3%
Q2 2017$10,853,000
-1.8%
76,152
-4.0%
1.34%
-3.3%
Q1 2017$11,047,000
+6.0%
79,336
+0.2%
1.39%
+0.4%
Q4 2016$10,426,000
+5.9%
79,203
+4.2%
1.38%
+4.9%
Q3 2016$9,843,000
+5.8%
76,045
+1.0%
1.32%
+2.2%
Q2 2016$9,305,000
+0.4%
75,268
-1.6%
1.29%
+0.2%
Q1 2016$9,269,000
+9.7%
76,460
+8.7%
1.29%
+5.8%
Q4 2015$8,448,000
+17.1%
70,337
+13.7%
1.22%
+10.4%
Q3 2015$7,217,000
-6.7%
61,858
+1.9%
1.10%
+22.4%
Q2 2015$7,734,000
+12.2%
60,693
+16.9%
0.90%
+6.6%
Q1 2015$6,892,000
+75.8%
51,934
+63.7%
0.84%
+40.0%
Q4 2014$3,921,000
-10.2%
31,730
-14.7%
0.60%
-11.7%
Q3 2014$4,364,000
+3.9%
37,201
+5.1%
0.68%
+5.4%
Q2 2014$4,201,000
+217.3%
35,401
+203.6%
0.65%
+205.7%
Q1 2014$1,324,000
+19.1%
11,661
+15.3%
0.21%
+15.8%
Q4 2013$1,112,000
+13.0%
10,111
+5.3%
0.18%
-2.7%
Q3 2013$984,000
+7.7%
9,6030.0%0.19%
+13.3%
Q2 2013$914,0009,6030.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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