Waldron Private Wealth 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
Waldron Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$542
-64.0%
2,604
-62.0%
0.03%
-62.7%
Q2 2023$1,507
-2.5%
6,846
-6.6%
0.08%0.0%
Q1 2023$1,545
+12.4%
7,326
+0.2%
0.08%
-11.8%
Q4 2022$1,374
-99.9%
7,3100.0%0.08%0.0%
Q3 2022$1,374,000
-4.5%
7,310
+0.1%
0.08%
+4.9%
Q2 2022$1,439,000
-16.0%
7,306
+1.4%
0.08%
-8.0%
Q1 2022$1,713,000
-6.6%
7,2060.0%0.09%
-2.2%
Q4 2021$1,835,000
+13.7%
7,206
+5.6%
0.09%
-4.3%
Q3 2021$1,614,000
+86.4%
6,821
+86.8%
0.09%
+70.9%
Q2 2021$866,000
+7.2%
3,6510.0%0.06%
-1.8%
Q1 2021$808,000
+7.2%
3,6510.0%0.06%0.0%
Q4 2020$754,000
+119.8%
3,651
+74.3%
0.06%
-16.4%
Q3 2018$343,000
+3.9%
2,0950.0%0.07%
-6.9%
Q2 2018$330,000
+2.2%
2,0950.0%0.07%
-1.4%
Q1 2018$323,000
-0.3%
2,0950.0%0.07%
-3.9%
Q4 2017$324,0002,0950.08%
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