KESTRA PRIVATE WEALTH SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,011,264
+4.9%
28,867
+11.0%
0.19%
-3.6%
Q2 2023$5,727,903
+17.0%
26,017
+12.1%
0.20%
+0.5%
Q1 2023$4,895,804
+19.8%
23,212
+15.8%
0.20%
-5.8%
Q4 2022$4,085,701
+37.4%
20,047
+26.7%
0.21%
+20.3%
Q3 2022$2,974,000
+0.5%
15,823
+5.3%
0.17%
+1.8%
Q2 2022$2,960,000
-17.6%
15,027
-0.5%
0.17%
-5.1%
Q1 2022$3,591,000
-5.4%
15,098
+1.3%
0.18%
-2.2%
Q4 2021$3,797,000
-5.9%
14,904
-12.5%
0.18%
-19.1%
Q3 2021$4,033,000
+7.5%
17,032
+7.7%
0.22%
-1.3%
Q2 2021$3,752,000
+9.4%
15,808
+2.0%
0.23%
-4.6%
Q1 2021$3,429,000
+5.7%
15,493
-1.5%
0.24%0.0%
Q4 2020$3,244,000
-99.8%
15,723
+32.7%
0.24%
+32.0%
Q3 2020$2,089,000,00011,8510.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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