Sugarloaf Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 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 Q3 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders