BEACON FINANCIAL GROUP - 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
BEACON FINANCIAL GROUP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$974
-59.1%
4,435
-59.4%
0.14%
-57.3%
Q2 2023$2,384
+4.5%
10,930
-0.0%
0.32%
+1.6%
Q1 2023$2,281
-2.7%
10,933
-5.0%
0.32%
-0.6%
Q4 2022$2,345
-99.9%
11,504
+0.3%
0.32%
-11.1%
Q3 2022$2,313,0000.0%11,4710.0%0.36%
+4.7%
Q2 2022$2,313,000
-16.2%
11,471
+0.2%
0.34%
-6.5%
Q1 2022$2,761,000
-4.4%
11,443
+0.4%
0.37%
-1.9%
Q4 2021$2,888,000
+4.9%
11,396
-0.9%
0.38%
+1.4%
Q3 2021$2,754,000
+1.9%
11,501
+0.1%
0.37%
-3.4%
Q2 2021$2,702,000
+2.8%
11,495
-6.1%
0.38%
-7.0%
Q1 2021$2,629,0000.0%12,2360.0%0.41%0.0%
Q4 2020$2,629,000
+40.5%
12,236
+5.5%
0.41%
+23.0%
Q3 2020$1,871,0000.0%11,5950.0%0.34%
-7.2%
Q2 2020$1,871,000
-48.7%
11,595
-51.2%
0.36%
+24.1%
Q1 2020$3,648,000
+97.8%
23,748
+129.5%
0.29%
+26.0%
Q4 2019$1,844,000
+53.8%
10,349
+44.0%
0.23%
+13.2%
Q3 2019$1,199,000
+3.8%
7,189
+4.0%
0.20%
+3.6%
Q2 2019$1,155,000
+5.0%
6,912
+1.0%
0.20%
+9.4%
Q1 2019$1,100,000
+20.0%
6,842
+2.1%
0.18%
+4.7%
Q4 2018$917,000
+18.8%
6,703
+42.6%
0.17%
+32.3%
Q3 2018$772,000
+6.0%
4,700
+1.8%
0.13%
+5.7%
Q2 2018$728,000
+27.3%
4,616
+24.5%
0.12%
+25.5%
Q1 2018$572,000
+6.5%
3,709
+6.8%
0.10%
+4.3%
Q4 2017$537,000
+10.7%
3,472
+5.3%
0.09%
+6.8%
Q3 2017$485,000
+6.8%
3,298
+3.3%
0.09%
+2.3%
Q2 2017$454,0003,1930.09%
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