LBMC INVESTMENT 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
LBMC INVESTMENT ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,012,492
-5.7%
44,410
+2.3%
0.96%
+2.1%
Q2 2023$9,554,066
+4.4%
43,396
+0.0%
0.94%
+1.5%
Q1 2023$9,152,315
+31.7%
43,392
+27.2%
0.92%
+26.2%
Q4 2022$6,950,070
+22.4%
34,101
+12.9%
0.73%
+12.1%
Q3 2022$5,678,000
+0.3%
30,203
+5.1%
0.65%
+6.5%
Q2 2022$5,660,000
-17.6%
28,736
-0.5%
0.61%
+1.0%
Q1 2022$6,870,000
+1.2%
28,886
+8.4%
0.61%
+3.6%
Q4 2021$6,788,000
+6.3%
26,644
-57.3%
0.59%
-1.7%
Q3 2021$6,383,000
-0.3%
62,406
+131.3%
0.60%
-2.0%
Q2 2021$6,403,000
+7.3%
26,976
+0.0%
0.61%
-3.2%
Q1 2021$5,970,000
+7.0%
26,973
-0.1%
0.63%
-4.4%
Q4 2020$5,581,000
+17.5%
26,992
+0.2%
0.66%
-0.2%
Q3 2020$4,748,000
+7.4%
26,939
-0.1%
0.66%
-5.3%
Q2 2020$4,421,00026,9750.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders