Wealthquest Corp - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,491 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
Wealthquest Corp ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$26,364,073
+7.4%
105,515
+0.0%
2.82%
+3.9%
Q4 2023$24,540,877
+15.5%
105,488
+3.4%
2.72%
+4.3%
Q3 2023$21,242,350
-2.0%
102,008
+3.7%
2.61%
+0.7%
Q2 2023$21,667,196
+7.8%
98,415
+3.2%
2.59%
-0.8%
Q1 2023$20,105,002
+5.8%
95,320
+2.2%
2.61%
+6.7%
Q4 2022$19,000,616
+11.7%
93,227
+3.0%
2.44%
+2.8%
Q3 2022$17,013,000
+21.6%
90,505
+27.4%
2.38%
+12.7%
Q2 2022$13,989,000
-32.5%
71,022
-12.7%
2.11%
-33.6%
Q1 2022$20,719,0000.0%81,3270.0%3.18%0.0%
Q4 2021$20,719,000
+11.3%
81,327
+3.4%
3.18%
+1.2%
Q3 2021$18,619,000
+22.1%
78,643
+22.4%
3.14%
+20.4%
Q2 2021$15,248,000
+2.4%
64,243
-4.5%
2.61%
-6.2%
Q1 2021$14,885,000
+15.9%
67,251
+8.3%
2.78%
+1.2%
Q4 2020$12,843,000
+21.5%
62,115
+3.6%
2.75%
+5.0%
Q3 2020$10,568,000
+14.1%
59,961
+6.1%
2.62%
+11.1%
Q2 2020$9,262,000
+90.5%
56,508
+107.1%
2.36%
+69.3%
Q4 2019$4,862,000
+58.9%
27,287
+49.5%
1.39%
+36.2%
Q3 2019$3,059,000
+81.0%
18,253
+80.5%
1.02%
+59.9%
Q2 2019$1,690,000
+38.2%
10,112
+32.9%
0.64%
+38.3%
Q1 2019$1,223,000
+44.4%
7,609
+24.0%
0.46%
+33.1%
Q4 2018$847,0006,1350.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders