Focused Wealth Management, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,465
-5.3%
500.0%0.00%0.0%
Q2 2023$11,045
+4.6%
500.0%0.00%0.0%
Q1 2023$10,563
+3.7%
500.0%0.00%0.0%
Q4 2022$10,190
+13.2%
500.0%0.00%0.0%
Q3 2022$9,000
-10.0%
500.0%0.00%0.0%
Q2 2022$10,000
-16.7%
500.0%0.00%0.0%
Q1 2022$12,000
-7.7%
500.0%0.00%0.0%
Q4 2021$13,000
+8.3%
500.0%0.00%0.0%
Q3 2021$12,0000.0%50
+2.0%
0.00%0.0%
Q2 2021$12,000
+9.1%
490.0%0.00%0.0%
Q1 2021$11,000
+10.0%
490.0%0.00%0.0%
Q4 2020$10,000
+11.1%
490.0%0.00%0.0%
Q3 2020$9,000
+12.5%
490.0%0.00%0.0%
Q2 2020$8,000
-65.2%
49
-72.5%
0.00%
-71.4%
Q1 2020$23,000
-37.8%
178
-13.2%
0.01%
-22.2%
Q4 2019$37,0000.0%205
-7.7%
0.01%
-10.0%
Q3 2019$37,000
+5.7%
222
+5.2%
0.01%
+11.1%
Q2 2019$35,000
-2.8%
211
-4.5%
0.01%
-18.2%
Q1 2019$36,000
+16.1%
2210.0%0.01%0.0%
Q4 2018$31,000
-13.9%
2210.0%0.01%
-8.3%
Q3 2018$36,000
-7.7%
221
-10.2%
0.01%
-14.3%
Q2 2018$39,000
-77.8%
246
-78.4%
0.01%
-75.0%
Q1 2018$176,000
-32.3%
1,139
-32.2%
0.06%
-32.5%
Q4 2017$260,000
+687.9%
1,681
+647.1%
0.08%
+654.5%
Q3 2017$33,000
-23.3%
225
-26.2%
0.01%
-31.2%
Q2 2017$43,000
+2.4%
3050.0%0.02%0.0%
Q1 2017$42,000
+40.0%
305
+33.2%
0.02%
+23.1%
Q4 2016$30,000
+275.0%
229
+269.4%
0.01%
+225.0%
Q3 2016$8,0000.0%620.0%0.00%0.0%
Q2 2016$8,000
-11.1%
62
-19.5%
0.00%
-20.0%
Q1 2016$9,000
-99.7%
77
-99.7%
0.01%
-99.7%
Q4 2015$2,795,000
+0.7%
23,270
-2.2%
1.61%
-8.7%
Q3 2015$2,775,000
+5.4%
23,783
+15.1%
1.76%
+8.2%
Q2 2015$2,632,000
+36.8%
20,654
+42.4%
1.63%
+37.7%
Q1 2015$1,924,000
+83.6%
14,501
+70.9%
1.18%
+59.3%
Q4 2014$1,048,000
+38.8%
8,485
+31.8%
0.74%
+28.2%
Q3 2014$755,000
-84.8%
6,438
-84.6%
0.58%
-85.1%
Q2 2014$4,965,000
+1.6%
41,836
-2.8%
3.88%
-4.9%
Q1 2014$4,886,000
+9.0%
43,021
+5.6%
4.08%
+8.9%
Q4 2013$4,482,000
+8.2%
40,735
+0.7%
3.75%
-5.0%
Q3 2013$4,144,00040,4353.95%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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