Sowell Financial Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,959,000
-24.4%
38,220
-20.1%
0.50%
-15.0%
Q2 2023$10,533,000
+186258.8%
47,842
+78.5%
0.59%
+34.6%
Q1 2023$5,652
-28.5%
26,795
-30.9%
0.44%
-14.8%
Q4 2022$7,905
-99.7%
38,787
+149.1%
0.51%
+73.6%
Q3 2022$2,927,000
-61.9%
15,571
-48.3%
0.30%
-33.0%
Q4 2021$7,673,000
+10.3%
30,117
+2.5%
0.44%
-6.4%
Q3 2021$6,959,000
+3.2%
29,393
+3.5%
0.47%
+5.1%
Q2 2021$6,743,000
-12.1%
28,408
-14.9%
0.45%
+67.4%
Q1 2021$7,670,000
+21.1%
33,368
+8.9%
0.27%
-1.5%
Q4 2020$6,335,000
+16.3%
30,639
-0.8%
0.27%
-0.4%
Q3 2020$5,447,000
+143.5%
30,901
+126.5%
0.27%
+121.1%
Q2 2020$2,237,000
-3.5%
13,645
-22.5%
0.12%
-28.1%
Q1 2020$2,317,000
+121.1%
17,601
+199.3%
0.17%
+113.8%
Q4 2019$1,048,000
-19.3%
5,880
-24.1%
0.08%
-25.2%
Q3 2019$1,298,000
+39.9%
7,742
+34.1%
0.11%
+2.9%
Q1 2019$928,000
-16.5%
5,772
-28.2%
0.10%
-33.8%
Q4 2018$1,111,000
-18.0%
8,041
-4.5%
0.16%
-45.5%
Q2 2018$1,355,000
+7.5%
8,418
+2.3%
0.29%
-8.6%
Q1 2018$1,260,000
-13.0%
8,227
-9.0%
0.32%
-11.0%
Q4 2017$1,448,000
-0.9%
9,041
-7.8%
0.35%
-7.1%
Q3 2017$1,461,000
+3.8%
9,806
+0.5%
0.38%
-4.5%
Q2 2017$1,407,000
+65.3%
9,760
+62.3%
0.40%
+59.0%
Q1 2017$851,0006,0120.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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