Segment Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,086,250
-4.4%
5,216
+1.1%
0.11%
-6.0%
Q2 2023$1,135,684
+4.5%
5,158
+0.1%
0.12%
-4.9%
Q1 2023$1,086,610
+3.6%
5,152
+0.1%
0.12%
+1.7%
Q4 2022$1,048,639
+8.7%
5,145
+0.2%
0.12%
+0.8%
Q3 2022$965,000
-4.5%
5,135
+0.1%
0.12%
-6.2%
Q2 2022$1,010,000
-17.1%
5,128
+0.1%
0.13%
+1.6%
Q1 2022$1,218,000
-6.6%
5,123
+0.1%
0.13%
-8.0%
Q4 2021$1,304,000
+7.8%
5,117
+0.1%
0.14%
-4.9%
Q3 2021$1,210,000
-0.2%
5,111
+0.1%
0.14%0.0%
Q2 2021$1,212,000
+7.4%
5,107
+0.1%
0.14%
-4.0%
Q1 2021$1,129,000
+7.1%
5,101
+0.1%
0.15%
-1.3%
Q4 2020$1,054,000
+17.6%
5,097
+0.3%
0.15%
+4.1%
Q3 2020$896,000
+7.7%
5,082
+0.1%
0.15%
-5.2%
Q2 2020$832,000
+24.6%
5,0750.0%0.15%
+3.4%
Q1 2020$668,000
-26.0%
5,075
+0.2%
0.15%
-2.0%
Q4 2019$903,000
+60.1%
5,066
+50.5%
0.15%
+38.2%
Q3 2019$564,000
-11.6%
3,367
-11.8%
0.11%
-15.4%
Q2 2019$638,000
+3.9%
3,8170.0%0.13%0.0%
Q1 2019$614,000
+16.5%
3,8170.0%0.13%
-2.3%
Q4 2018$527,000
-4.7%
3,817
+13.4%
0.13%
+10.8%
Q3 2018$553,000
+4.1%
3,3670.0%0.12%
-4.0%
Q2 2018$531,000
+2.3%
3,3670.0%0.12%
-3.1%
Q1 2018$519,000
-0.4%
3,3670.0%0.13%
+2.4%
Q4 2017$521,000
+5.3%
3,3670.0%0.13%
-3.8%
Q3 2017$495,000
+3.1%
3,3670.0%0.13%
-0.8%
Q2 2017$480,000
+2.3%
3,3670.0%0.13%
-13.7%
Q1 2017$469,0003,3670.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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