Pensionmark Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,732,597
+0.8%
8,320
+6.6%
0.34%
+3.3%
Q2 2023$1,718,163
+79.6%
7,804
+72.0%
0.33%
+66.8%
Q1 2023$956,921
+66.2%
4,537
+60.6%
0.20%
+50.8%
Q4 2022$575,767
-46.9%
2,825
-51.0%
0.13%
-48.8%
Q3 2022$1,085,000
-12.8%
5,771
+0.6%
0.26%
-1.1%
Q2 2022$1,244,000
-7.7%
5,737
+1.2%
0.26%
-6.8%
Q1 2022$1,348,000
-0.7%
5,669
-0.4%
0.28%
-1.4%
Q4 2021$1,358,000
+2.3%
5,692
+1.6%
0.28%
-5.3%
Q3 2021$1,327,000
+14.1%
5,604
+14.3%
0.30%
+12.8%
Q2 2021$1,163,000
+9.2%
4,902
+3.8%
0.27%
+3.5%
Q1 2021$1,065,000
+17.8%
4,723
+16.7%
0.26%
+12.2%
Q4 2020$904,000
+38.7%
4,046
+9.4%
0.23%
+2.7%
Q3 2020$652,000
-44.2%
3,699
-43.6%
0.22%
-45.3%
Q2 2020$1,168,000
+22.2%
6,563
-9.6%
0.41%
-8.1%
Q1 2020$956,0007,2620.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders