GeoWealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$102
-12.1%
493
-7.9%
0.01%
-7.7%
Q2 2023$116
+50.6%
535
+45.8%
0.01%
+44.4%
Q1 2023$77
-100.0%
367
-54.9%
0.01%
-47.1%
Q4 2021$209,000
-45.7%
813
-50.0%
0.02%
-46.9%
Q3 2021$385,000
+66.7%
1,627
+18.4%
0.03%
-38.5%
Q3 2019$231,0001,3740.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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