BigSur Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
BigSur Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$238,000
-17.1%
1,2070.0%0.11%0.0%
Q1 2022$287,000
-71.4%
1,207
-69.4%
0.11%
-71.5%
Q4 2021$1,004,000
+7.6%
3,9420.0%0.39%
-6.2%
Q3 2021$933,000
-0.3%
3,9420.0%0.42%
-0.7%
Q2 2021$936,000
+7.2%
3,9420.0%0.42%
-5.8%
Q1 2021$873,000
+7.1%
3,9420.0%0.45%
-2.6%
Q4 2020$815,000
+282.6%
3,942
+226.6%
0.46%
+238.2%
Q3 2020$213,000
-80.3%
1,207
-81.7%
0.14%
-82.4%
Q2 2020$1,083,000
+24.5%
6,6090.0%0.77%
+18.7%
Q1 2020$870,000
-26.1%
6,6090.0%0.65%
-2.1%
Q4 2019$1,178,000
+6.3%
6,6090.0%0.67%
-10.8%
Q3 2019$1,108,000
-0.7%
6,6090.0%0.75%
-4.1%
Q2 2019$1,116,000
+4.7%
6,6090.0%0.78%
+11.4%
Q1 2019$1,066,000
+10.8%
6,609
-5.1%
0.70%
+2.2%
Q4 2018$962,000
-3.4%
6,965
+15.3%
0.68%
+9.8%
Q3 2018$996,000
+4.6%
6,0400.0%0.62%
-10.1%
Q2 2018$952,000
+2.3%
6,0400.0%0.69%
+4.4%
Q1 2018$931,000
-0.4%
6,0400.0%0.66%
-28.5%
Q4 2017$935,000
+4.9%
6,0400.0%0.93%
+3.7%
Q3 2017$891,000
+1.9%
6,0400.0%0.90%
+1.0%
Q2 2017$874,000
+2.6%
6,0400.0%0.89%
-3.8%
Q1 2017$852,000
-2.4%
6,040
-9.0%
0.92%
-21.1%
Q4 2016$873,0006,6351.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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