MISSION WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.

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 Q2 2023
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders