Asset Allocation & Management Company, 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
Asset Allocation & Management Company, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,560
-2.8%
7,491
+2.7%
0.93%
+46.4%
Q2 2023$1,605
-45.3%
7,291
-47.6%
0.64%
-45.8%
Q1 2023$2,935
+3.5%
13,9150.0%1.18%
+7.3%
Q4 2022$2,836
-99.8%
13,915
+75.5%
1.10%
+79.5%
Q3 2022$1,491,000
-4.4%
7,930
+0.2%
0.61%
-6.0%
Q2 2022$1,559,000
-17.2%
7,9150.0%0.65%
-3.7%
Q1 2022$1,883,000
-6.6%
7,9150.0%0.68%
-1.2%
Q4 2021$2,017,000
+16.9%
7,915
+8.6%
0.68%
-27.0%
Q3 2021$1,726,000
-46.2%
7,291
-46.1%
0.94%
-37.0%
Q2 2021$3,211,000
+7.2%
13,5290.0%1.48%
+0.3%
Q1 2021$2,995,000
+43.4%
13,529
+33.9%
1.48%
+10.0%
Q4 2020$2,089,000
-29.1%
10,104
-39.5%
1.34%
-1.0%
Q3 2020$2,945,000
+7.5%
16,7100.0%1.36%
+1.9%
Q2 2020$2,739,000
+37.3%
16,710
+10.3%
1.33%
+34.9%
Q1 2020$1,995,000
-34.7%
15,152
-11.7%
0.99%
-13.4%
Q4 2019$3,056,00017,1521.14%
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