MISSION WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders