BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$14,860,466
+11.2%
67,498
+6.5%
1.49%
+8.0%
Q1 2023$13,363,851
+10.6%
63,360
+6.9%
1.38%
+5.2%
Q4 2022$12,079,224
+16.1%
59,267
+7.1%
1.31%
+5.1%
Q3 2022$10,402,000
+1.0%
55,336
+5.8%
1.24%
+5.6%
Q2 2022$10,299,000
-9.6%
52,288
+9.2%
1.18%
-3.2%
Q1 2022$11,393,000
+7.1%
47,903
+14.7%
1.22%
+9.6%
Q4 2021$10,637,000
+24.5%
41,750
+15.7%
1.11%
+14.8%
Q3 2021$8,543,000
+20.1%
36,081
+20.4%
0.97%
+14.7%
Q2 2021$7,111,000
+7.9%
29,961
+0.6%
0.84%
-0.2%
Q1 2021$6,589,000
+6.6%
29,769
-0.4%
0.85%
-2.6%
Q4 2020$6,181,000
+25.7%
29,893
+7.1%
0.87%
+11.7%
Q3 2020$4,918,000
+1269.9%
27,904
+1173.6%
0.78%
+1175.4%
Q2 2020$359,000
+1058.1%
2,191
+816.7%
0.06%
+916.7%
Q1 2020$31,0002390.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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