WealthPLAN Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$463,884
+3.4%
1,994
-7.4%
0.05%
-7.7%
Q3 2023$448,549
+2.0%
2,154
+7.8%
0.05%
-16.1%
Q2 2023$439,880
+4.6%
1,998
+0.2%
0.06%
+29.2%
Q1 2023$420,574
-11.8%
1,994
-7.0%
0.05%
+45.5%
Q4 2022$476,769
-11.7%
2,145
-13.2%
0.03%
-10.8%
Q1 2022$540,000
-3.4%
2,470
+3.7%
0.04%0.0%
Q4 2021$559,000
-19.6%
2,381
-13.7%
0.04%
-19.6%
Q3 2021$695,000
+182.5%
2,758
+173.1%
0.05%
+170.6%
Q2 2021$246,000
+0.4%
1,010
-39.2%
0.02%
-62.2%
Q3 2018$245,000
-6.5%
1,6600.0%0.04%
-16.7%
Q2 2018$262,000
+2.3%
1,6600.0%0.05%
-3.6%
Q1 2018$256,000
-99.7%
1,660
+172.1%
0.06%
+124.0%
Q3 2016$78,061,000
+3.4%
610
-46.6%
0.02%
+150.0%
Q2 2016$75,480,000
+8.1%
1,142
-34.4%
0.01%
-9.1%
Q4 2015$69,804,000
+118211.9%
1,740
+276.6%
0.01%
-57.7%
Q2 2015$59,000
-3.3%
4620.0%0.03%
-7.1%
Q1 2015$61,0004620.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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