TIEDEMANN ADVISORS, LLC - 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
TIEDEMANN ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,649,468
-5.4%
7,9210.0%0.07%
-4.1%
Q2 2023$1,743,888
+4.4%
7,9210.0%0.07%
-2.6%
Q1 2023$1,670,697
+3.3%
7,921
-0.2%
0.08%
-1.3%
Q4 2022$1,616,825
+659.1%
7,933
+600.8%
0.08%
+492.3%
Q3 2022$213,000
-4.5%
1,1320.0%0.01%
-23.5%
Q2 2022$223,000
-16.2%
1,132
+1.1%
0.02%
+21.4%
Q1 2022$266,000
-7.0%
1,1200.0%0.01%0.0%
Q4 2021$286,000
-81.1%
1,120
-82.5%
0.01%
-82.7%
Q3 2021$1,512,000
-70.6%
6,389
-70.5%
0.08%
-60.7%
Q2 2021$5,136,000
+7.2%
21,6430.0%0.21%
-1.9%
Q1 2021$4,790,000
+7.1%
21,6430.0%0.21%
-3.2%
Q4 2020$4,474,000
+12.9%
21,643
-3.7%
0.22%
+13.6%
Q3 2020$3,963,000
+4.6%
22,483
-2.7%
0.19%
-5.0%
Q2 2020$3,790,000
-5.2%
23,118
-23.9%
0.20%
-22.4%
Q1 2020$3,998,000
+75.9%
30,370
+138.1%
0.26%
+137.6%
Q4 2019$2,273,000
+8.4%
12,756
+2.0%
0.11%
+7.9%
Q3 2019$2,097,000
+13.9%
12,506
+14.0%
0.10%
+9.8%
Q2 2019$1,841,000
+11.6%
10,971
+7.3%
0.09%
+17.9%
Q1 2019$1,650,000
+16.7%
10,2290.0%0.08%
+8.3%
Q4 2018$1,414,000
-6.2%
10,229
+12.0%
0.07%
-19.1%
Q3 2018$1,507,000
+4.7%
9,1290.0%0.09%
-3.3%
Q2 2018$1,440,000
+8.4%
9,129
+5.9%
0.09%
+1.1%
Q1 2018$1,329,000
+263.1%
8,619
+263.8%
0.09%
+225.0%
Q4 2017$366,000
+62.7%
2,369
+54.9%
0.03%
+40.0%
Q3 2017$225,0001,5290.02%
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