BEACON INVESTMENT ADVISORY SERVICES, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,491 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$436,265
-3.1%
1,8020.0%0.02%0.0%
Q1 2024$450,248
+7.4%
1,8020.0%0.02%0.0%
Q4 2023$419,218
+11.2%
1,802
-0.4%
0.02%0.0%
Q3 2023$376,915
-5.0%
1,810
+0.4%
0.02%
+5.6%
Q2 2023$396,729
+16.3%
1,802
+11.4%
0.02%
+5.9%
Q1 2023$341,269
+0.6%
1,618
-2.8%
0.02%0.0%
Q4 2022$339,344
+60.8%
1,665
+55.2%
0.02%
+54.5%
Q2 2022$211,000
-12.4%
1,073
+5.7%
0.01%
+10.0%
Q1 2022$241,000
-6.9%
1,0150.0%0.01%0.0%
Q4 2021$259,000
+7.9%
1,0150.0%0.01%0.0%
Q3 2021$240,000
-0.4%
1,0150.0%0.01%0.0%
Q2 2021$241,000
+7.1%
1,0150.0%0.01%0.0%
Q1 2021$225,000
+6.6%
1,015
-0.5%
0.01%0.0%
Q4 2020$211,0001,0200.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders