Glassman Wealth Services - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$190,926
-20.5%
917
-15.9%
0.03%
-20.5%
Q2 2023$240,193
+4.6%
1,091
+0.3%
0.04%
-2.5%
Q1 2023$229,581
+2.4%
1,088
-1.1%
0.04%
-2.4%
Q4 2022$224,190
+1.0%
1,100
-6.8%
0.04%
-12.8%
Q3 2022$222,000
-4.3%
1,180
+0.2%
0.05%
-2.1%
Q2 2022$232,000
+90.2%
1,178
+129.2%
0.05%
+118.2%
Q1 2022$122,000
-6.9%
514
+0.2%
0.02%
-8.3%
Q4 2021$131,000
+8.3%
513
+0.2%
0.02%
-4.0%
Q3 2021$121,0000.0%512
+0.2%
0.02%0.0%
Q2 2021$121,000
+40.7%
511
+32.0%
0.02%
+38.9%
Q1 2021$86,000
-59.4%
387
-62.2%
0.02%
-25.0%
Q4 2020$212,000
+135.6%
1,024
+101.6%
0.02%
-4.0%
Q3 2020$90,000
+462.5%
508
+418.4%
0.02%
+400.0%
Q2 2020$16,000
-40.7%
98
-52.2%
0.01%
-50.0%
Q1 2020$27,000
-27.0%
2050.0%0.01%
-28.6%
Q4 2019$37,000
+8.8%
2050.0%0.01%0.0%
Q3 2019$34,0000.0%2050.0%0.01%0.0%
Q2 2019$34,000
+3.0%
2050.0%0.01%0.0%
Q1 2019$33,000
+17.9%
2050.0%0.01%
-6.7%
Q4 2018$28,000
-17.6%
2050.0%0.02%
-6.2%
Q3 2018$34,000
+6.2%
2050.0%0.02%0.0%
Q2 2018$32,0000.0%2050.0%0.02%
-20.0%
Q1 2018$32,0000.0%2050.0%0.02%
+5.3%
Q4 2017$32,000
+6.7%
2050.0%0.02%
-5.0%
Q3 2017$30,000
+3.4%
2050.0%0.02%
+5.3%
Q2 2017$29,0000.0%2050.0%0.02%
-5.0%
Q1 2017$29,000
-37.0%
205
-41.4%
0.02%
-39.4%
Q4 2016$46,000
+2.2%
3500.0%0.03%
-13.2%
Q3 2016$45,000
-6.2%
350
-9.1%
0.04%
-7.3%
Q2 2016$48,000
+2.1%
3850.0%0.04%
-4.7%
Q1 2016$47,000
+2.2%
3850.0%0.04%
+2.4%
Q4 2015$46,000
+2.2%
3850.0%0.04%
+5.0%
Q3 2015$45,000
-8.2%
3850.0%0.04%0.0%
Q2 2015$49,000
-3.9%
3850.0%0.04%
-2.4%
Q1 2015$51,000
+6.2%
3850.0%0.04%
+17.1%
Q4 2014$48,0003850.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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