BSW Wealth Partners - 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
BSW Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$784,566
+1.2%
3,768
+7.0%
0.18%
+8.0%
Q2 2023$775,602
+4.2%
3,523
-0.2%
0.16%
+5.9%
Q1 2023$744,592
+102179.1%
3,530
-1.2%
0.15%
-1.9%
Q4 2022$728
-99.9%
3,573
+35.8%
0.16%
+27.9%
Q3 2022$495,000
-1.0%
2,632
+3.6%
0.12%
+1.7%
Q2 2022$500,000
-19.6%
2,540
-2.9%
0.12%
-23.6%
Q1 2022$622,000
-11.1%
2,615
-4.9%
0.16%
-10.8%
Q4 2021$700,000
+17.4%
2,749
+9.1%
0.18%
+5.4%
Q3 2021$596,000
-1.0%
2,519
-0.7%
0.17%
+0.6%
Q2 2021$602,000
-6.1%
2,537
-12.4%
0.17%
-10.3%
Q1 2021$641,000
-30.0%
2,897
-34.6%
0.18%
-34.4%
Q4 2020$916,000
+15.8%
4,429
-1.2%
0.28%
-5.1%
Q3 2020$791,000
+1.4%
4,485
-5.7%
0.30%
+13.8%
Q2 2020$780,000
+8.8%
4,756
-12.6%
0.26%
-12.4%
Q1 2020$717,000
-26.8%
5,443
-0.9%
0.30%
-10.8%
Q4 2019$979,000
+5.8%
5,494
-0.5%
0.33%
-6.2%
Q3 2019$925,000
-1.0%
5,519
-1.2%
0.36%
+0.8%
Q2 2019$934,000
+4.0%
5,5850.0%0.35%
-0.6%
Q1 2019$898,000
+6.7%
5,585
-8.4%
0.36%
+11.6%
Q4 2018$842,000
+148.4%
6,096
+178.0%
0.32%
+125.5%
Q4 2017$339,000
+5.9%
2,193
+0.8%
0.14%
+1.4%
Q3 2017$320,000
+3.2%
2,1760.0%0.14%
-1.4%
Q2 2017$310,000
+3.0%
2,176
+0.6%
0.14%
-5.4%
Q1 2017$301,000
-16.4%
2,162
-20.9%
0.15%
-20.7%
Q4 2016$360,000
-86.8%
2,732
+676.1%
0.19%
+100.0%
Q3 2016$2,719,000
+329.5%
352
-93.1%
0.09%
-73.0%
Q2 2016$633,000
+2.1%
5,1180.0%0.35%
-0.3%
Q1 2016$620,000
-80.5%
5,118
-80.6%
0.35%
-78.0%
Q4 2015$3,175,00026,4361.59%
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