MISSION WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$605,232
-2.5%
2,906
+3.0%
0.02%0.0%
Q2 2023$620,943
-6.8%
2,820
-10.7%
0.02%
-17.9%
Q1 2023$666,318
-19.0%
3,159
-21.7%
0.03%
-28.2%
Q4 2022$822,597
+1.6%
4,036
-6.3%
0.04%
-9.3%
Q3 2022$810,000
+1.6%
4,309
+6.6%
0.04%
+2.4%
Q2 2022$797,000
-11.0%
4,044
+7.3%
0.04%
+2.4%
Q1 2022$896,000
-2.0%
3,768
+5.0%
0.04%0.0%
Q4 2021$914,000
+87.3%
3,588
+73.9%
0.04%
+64.0%
Q3 2021$488,000
-20.7%
2,063
-20.3%
0.02%
-24.2%
Q2 2021$615,000
+7.7%
2,589
+0.3%
0.03%0.0%
Q1 2021$571,000
+5.0%
2,580
-1.9%
0.03%
-2.9%
Q4 2020$544,000
+22.8%
2,631
+4.7%
0.03%
+3.0%
Q3 2020$443,000
+7.5%
2,513
+0.1%
0.03%
-8.3%
Q2 2020$412,000
+24.5%
2,5110.0%0.04%
-2.7%
Q1 2020$331,000
-11.7%
2,511
+19.3%
0.04%
+2.8%
Q4 2019$375,000
+6.5%
2,105
+0.2%
0.04%
-5.3%
Q3 2019$352,000
+45.5%
2,101
+45.2%
0.04%
+40.7%
Q2 2019$242,000
-1.6%
1,447
-5.5%
0.03%
-6.9%
Q1 2019$246,000
-6.5%
1,532
-4.5%
0.03%
-17.1%
Q3 2018$263,000
+20.1%
1,604
+15.6%
0.04%
+9.4%
Q2 2018$219,000
+2.3%
1,3870.0%0.03%
-8.6%
Q1 2018$214,000
-0.5%
1,3870.0%0.04%
-5.4%
Q4 2017$215,000
+5.4%
1,3870.0%0.04%0.0%
Q3 2017$204,0000.0%1,387
-5.5%
0.04%
-7.5%
Q1 2017$204,0001,4680.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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