Concorde Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$267,775
-12.9%
1,286
-7.9%
0.24%
-15.1%
Q2 2023$307,608
+3.6%
1,397
-0.8%
0.28%
-19.3%
Q1 2023$296,976
+3.9%
1,408
+0.4%
0.35%
+38.6%
Q4 2022$285,711
+9.0%
1,402
+0.5%
0.25%
-13.3%
Q3 2022$262,000
-6.1%
1,395
-1.6%
0.29%
-30.4%
Q2 2022$279,000
-30.8%
1,418
-16.3%
0.42%
+57.1%
Q1 2022$403,000
-5.2%
1,694
+1.5%
0.27%
+5.5%
Q4 2021$425,000
+10.7%
1,669
+2.9%
0.25%
+14.4%
Q3 2021$384,0000.0%1,622
+0.2%
0.22%
+2.8%
Q2 2021$384,000
+7.6%
1,619
+0.2%
0.22%
+4.9%
Q1 2021$357,000
+2.6%
1,615
-4.0%
0.21%
+6.7%
Q4 2020$348,000
+22.1%
1,683
+4.0%
0.19%
+18.4%
Q3 2020$285,0001,6180.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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