Waldron Private Wealth 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
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 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