Private Advisory Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
Private Advisory Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$446,050
-6.1%
2,142
-0.7%
0.09%
-6.4%
Q2 2023$474,885
+3.9%
2,157
-0.4%
0.09%
-3.1%
Q1 2023$456,853
+1.4%
2,166
-2.0%
0.10%
-2.0%
Q4 2022$450,624
+0.6%
2,211
-7.1%
0.10%
-2.9%
Q3 2022$448,000
-38.7%
2,381
-35.9%
0.10%
-38.6%
Q2 2022$731,000
+36.9%
3,713
+65.4%
0.17%
+58.1%
Q1 2022$534,000
+133.2%
2,245
+35.7%
0.10%
-18.6%
Q1 2019$229,0000.0%1,6540.0%0.13%0.0%
Q4 2018$229,000
-11.2%
1,6540.0%0.13%
-2.3%
Q3 2018$258,000
-1.1%
1,654
-0.2%
0.13%
+0.8%
Q2 2018$261,000
-2.2%
1,658
-4.3%
0.13%
-20.6%
Q1 2018$267,000
-11.9%
1,733
-11.4%
0.16%
+1.2%
Q4 2017$303,000
-19.6%
1,956
-23.7%
0.16%
-26.9%
Q3 2017$377,000
+3.0%
2,5650.0%0.22%
+2.3%
Q2 2017$366,000
-64.2%
2,565
-65.0%
0.22%
-68.2%
Q1 2017$1,021,000
-68.2%
7,332
-70.0%
0.68%
-45.6%
Q4 2016$3,214,00024,4201.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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