Private Ocean, 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
Private Ocean, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,263,532
-9.5%
6,068
-4.3%
0.16%
-9.6%
Q2 2023$1,395,792
+168.1%
6,340
+156.9%
0.18%
+156.5%
Q1 2023$520,551
+2.7%
2,468
-0.8%
0.07%
+9.5%
Q4 2022$506,876
+8.1%
2,487
-0.4%
0.06%
-14.9%
Q3 2022$469,000
-5.6%
2,498
-1.0%
0.07%
-3.9%
Q2 2022$497,000
-17.2%
2,5240.0%0.08%
+2.7%
Q1 2022$600,000
-6.7%
2,5240.0%0.08%0.0%
Q4 2021$643,000
-3.7%
2,524
-10.5%
0.08%
-7.4%
Q3 2021$668,000
+11.5%
2,820
+11.7%
0.08%
+3.8%
Q2 2021$599,000
+12.4%
2,524
+4.9%
0.08%
-17.9%
Q1 2021$533,000
+7.2%
2,4060.0%0.10%
-5.0%
Q4 2020$497,000
+15.9%
2,406
-1.2%
0.10%0.0%
Q3 2020$429,000
+20.2%
2,436
+11.7%
0.10%
+13.6%
Q2 2020$357,000
+15.5%
2,181
-7.2%
0.09%
+3.5%
Q1 2020$309,000
-26.3%
2,3510.0%0.08%
-16.7%
Q4 2019$419,000
+6.1%
2,3510.0%0.10%
+4.1%
Q3 2019$395,000
-4.6%
2,351
-5.2%
0.10%
-11.7%
Q2 2019$414,000
+7.5%
2,479
+3.6%
0.11%
+5.7%
Q1 2019$385,000
+131.9%
2,394
+99.0%
0.10%
+123.4%
Q4 2018$166,000
-30.5%
1,203
-17.2%
0.05%
-55.7%
Q3 2018$239,000
-4.0%
1,453
-8.0%
0.11%
-7.8%
Q2 2018$249,000
-28.2%
1,580
-29.9%
0.12%
-30.3%
Q1 2018$347,0002,2530.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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