INSPIRION WEALTH ADVISORS, 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
INSPIRION WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,114,900
-7.1%
5,354
-1.7%
0.22%
-5.7%
Q2 2023$1,199,575
-3.2%
5,449
-7.3%
0.23%
-7.6%
Q1 2023$1,239,446
+88.6%
5,876
+82.3%
0.25%
+79.1%
Q4 2022$657,107
+8.4%
3,2240.0%0.14%
+1.5%
Q3 2022$606,000
-6.2%
3,224
-1.7%
0.14%
-3.5%
Q2 2022$646,000
-17.2%
3,2800.0%0.14%
-11.2%
Q1 2022$780,000
-6.2%
3,280
+0.5%
0.16%
-8.6%
Q4 2021$832,000
+8.5%
3,265
+0.8%
0.18%
-0.6%
Q3 2021$767,000
-4.8%
3,238
-4.6%
0.18%
-11.6%
Q2 2021$806,000
+7.3%
3,3940.0%0.20%0.0%
Q1 2021$751,000
+4.6%
3,394
-2.3%
0.20%
-1.5%
Q4 2020$718,000
+35.2%
3,475
+15.3%
0.20%
+11.0%
Q3 2020$531,000
-4.0%
3,014
-10.7%
0.18%
-16.1%
Q2 2020$553,000
+142.5%
3,374
+94.6%
0.22%
+92.0%
Q1 2020$228,000
-50.2%
1,734
-32.6%
0.11%
-27.1%
Q4 2019$458,000
+6.3%
2,573
+0.0%
0.16%
-18.0%
Q3 2019$431,000
-10.4%
2,572
-10.6%
0.19%
-9.1%
Q2 2019$481,000
-6.8%
2,876
-10.5%
0.21%
-9.2%
Q1 2019$516,000
-5.3%
3,212
-18.6%
0.23%
-15.8%
Q4 2018$545,000
-26.7%
3,945
-13.0%
0.27%
-13.7%
Q3 2018$744,000
-23.5%
4,533
-26.5%
0.32%
-31.2%
Q2 2018$972,000
-18.0%
6,164
-19.8%
0.46%
-21.0%
Q1 2018$1,186,000
-54.6%
7,690
-54.5%
0.58%
-54.3%
Q4 2017$2,613,000
+9.4%
16,883
+3.9%
1.27%
+4.8%
Q3 2017$2,389,000
+4.9%
16,254
+1.8%
1.21%
-2.0%
Q2 2017$2,277,000
+17.9%
15,974
+15.2%
1.24%
+13.1%
Q1 2017$1,931,000
+44.2%
13,872
+36.4%
1.09%
+28.7%
Q4 2016$1,339,000
+9.7%
10,169
+7.8%
0.85%
+7.2%
Q3 2016$1,221,000
+11.6%
9,430
+6.5%
0.79%
+10.8%
Q2 2016$1,094,000
+1.1%
8,853
-0.8%
0.72%
-5.7%
Q1 2016$1,082,000
+2.7%
8,921
+1.7%
0.76%
-1.9%
Q4 2015$1,054,000
+4.7%
8,776
+1.7%
0.77%
-2.8%
Q3 2015$1,007,000
-2.3%
8,629
+6.6%
0.80%
+4.3%
Q2 2015$1,031,000
+34.8%
8,092
+40.3%
0.76%
+23.7%
Q1 2015$765,000
+29.0%
5,767
+20.2%
0.62%
+12.0%
Q4 2014$593,0004,7970.55%
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