Sugarloaf Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$140,550
-5.1%
675
+0.3%
0.04%
+2.9%
Q2 2023$148,118
+4.7%
673
+0.4%
0.04%0.0%
Q1 2023$141,439
-18.1%
670
-21.0%
0.04%
-18.6%
Q4 2022$172,744
+8.6%
848
+0.4%
0.04%
+4.9%
Q3 2022$159,000
-4.2%
845
+0.4%
0.04%
-2.4%
Q2 2022$166,000
-17.0%
842
+0.2%
0.04%
-10.6%
Q1 2022$200,000
-6.5%
840
+0.1%
0.05%
-7.8%
Q4 2021$214,000
-2.3%
839
-9.5%
0.05%
-12.1%
Q3 2021$219,0000.0%927
+0.2%
0.06%
-3.3%
Q2 2021$219,000
+7.4%
925
+2400.0%
0.06%
-1.6%
Q1 2021$204,000
+7.4%
37
-96.0%
0.06%
-4.7%
Q4 2020$190,000
+18.0%
919
+0.4%
0.06%
+8.5%
Q3 2020$161,000
+8.1%
915
+0.3%
0.06%
+3.5%
Q2 2020$149,000
+24.2%
912
+0.4%
0.06%
+5.6%
Q1 2020$120,000
-25.5%
908
+0.6%
0.05%
-20.6%
Q4 2019$161,0009030.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders