Waldron Private Wealth LLC - 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
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 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders