US FINANCIAL 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
US FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,617,846
-1.8%
46,186
+3.8%
4.00%
-4.0%
Q2 2023$9,794,018
+9.1%
44,486
+4.5%
4.16%
+4.0%
Q1 2023$8,977,358
+7.1%
42,563
+3.5%
4.00%
-4.8%
Q4 2022$8,380,034
+10.0%
41,117
+1.5%
4.21%
-1.4%
Q3 2022$7,616,000
+3.6%
40,516
+8.5%
4.27%
+3.3%
Q2 2022$7,354,000
-15.2%
37,334
+2.4%
4.13%
-1.0%
Q1 2022$8,670,000
-3.9%
36,452
+2.9%
4.17%
+1.5%
Q4 2021$9,022,000
+11.5%
35,414
+3.6%
4.11%
+2.5%
Q3 2021$8,095,000
+1.0%
34,191
+1.2%
4.01%
+2.5%
Q2 2021$8,016,000
-32.5%
33,773
-37.1%
3.91%
+18.6%
Q1 2021$11,878,000
+30.4%
53,662
+21.8%
3.30%
+20.1%
Q4 2020$9,109,000
+103.1%
44,055
+19.1%
2.75%
-69.5%
Q2 2016$4,485,0000.0%36,9950.0%9.00%
+15.4%
Q1 2016$4,485,000
-19.5%
36,995
-20.2%
7.80%
+47.6%
Q4 2015$5,571,000
+3.9%
46,382
+1.0%
5.29%
-40.7%
Q3 2015$5,360,000
-8.0%
45,938
+0.4%
8.91%
+62.0%
Q2 2015$5,829,000
-6.6%
45,740
-2.8%
5.50%
-3.0%
Q1 2015$6,241,000
+6.7%
47,034
-0.7%
5.67%
+8.5%
Q4 2014$5,851,00047,3555.23%
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