McKinley Carter Wealth Services, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,589,943
-6.9%
7,635
-1.5%
0.13%
-1.6%
Q2 2023$1,707,195
+4.2%
7,754
-0.2%
0.13%0.0%
Q1 2023$1,638,742
+1.5%
7,769
-2.0%
0.13%
-6.6%
Q4 2022$1,614,928
-3.5%
7,924
-10.9%
0.14%
-12.2%
Q3 2022$1,673,000
-16.7%
8,898
-12.7%
0.16%
-12.4%
Q2 2022$2,008,000
-20.1%
10,192
-3.6%
0.18%
-9.6%
Q1 2022$2,514,000
-13.1%
10,568
-7.0%
0.20%
-8.8%
Q4 2021$2,894,000
-9.4%
11,359
-15.8%
0.22%
-17.6%
Q3 2021$3,194,000
-5.5%
13,491
-5.3%
0.26%
-6.4%
Q2 2021$3,381,000
+0.3%
14,243
-6.5%
0.28%
-2.8%
Q1 2021$3,372,000
+4.5%
15,236
-2.4%
0.29%
-31.9%
Q4 2020$3,228,000
+281.6%
15,611
+225.4%
0.42%
+122.6%
Q3 2020$846,000
-11.0%
4,797
-17.4%
0.19%
-18.5%
Q2 2020$951,000
-17.2%
5,805
-33.4%
0.23%
-32.1%
Q1 2020$1,148,000
-61.4%
8,718
-47.7%
0.34%
-50.6%
Q4 2019$2,972,000
+2.1%
16,681
-3.9%
0.70%
-6.6%
Q3 2019$2,910,000
-0.5%
17,365
-0.8%
0.74%
-5.6%
Q2 2019$2,925,000
-0.5%
17,497
-4.3%
0.79%
-4.5%
Q1 2019$2,940,000
-2.5%
18,289
-16.2%
0.82%
-17.2%
Q4 2018$3,016,000
-29.8%
21,828
-16.6%
1.00%
-21.8%
Q3 2018$4,297,000
-8.1%
26,169
-11.8%
1.27%
-15.3%
Q2 2018$4,676,000
-13.0%
29,660
-14.9%
1.50%
-14.3%
Q1 2018$5,374,000
-14.2%
34,848
-13.8%
1.76%
-18.4%
Q4 2017$6,260,000
-21.5%
40,444
-25.4%
2.15%
-29.7%
Q3 2017$7,972,000
-61.7%
54,232
-62.9%
3.06%
-66.8%
Q2 2017$20,817,000
+3.6%
146,062
+1.2%
9.21%
-1.3%
Q1 2017$20,095,000
+6.4%
144,320
+0.6%
9.33%
-2.3%
Q4 2016$18,889,000
+1.8%
143,498
+0.1%
9.55%
-0.2%
Q3 2016$18,564,000
+7.0%
143,416
+2.2%
9.57%
+6.0%
Q2 2016$17,342,000
+5.6%
140,271
+3.6%
9.02%
-0.9%
Q1 2016$16,416,000
+2.1%
135,412
+1.2%
9.10%
-1.1%
Q4 2015$16,074,000
-0.4%
133,830
-3.3%
9.20%
-8.4%
Q3 2015$16,140,000
+18.7%
138,337
+29.7%
10.05%
+36.2%
Q2 2015$13,594,000
+14.9%
106,681
+19.6%
7.38%
-3.3%
Q1 2015$11,834,00089,1767.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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