Hefty Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 479 filers reported holding VANGUARD INDEX FDS in Q2 2016. The put-call ratio across all filers is 0.35 and the average weighting 0.7%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2018$3,190,000
-6.5%
20,687
-6.1%
2.06%
-2.7%
Q4 2017$3,410,000
+9.0%
22,033
+3.5%
2.11%
+2.1%
Q3 2017$3,128,000
+4.1%
21,279
+0.9%
2.07%
+0.7%
Q2 2017$3,006,000
+7.7%
21,092
+5.2%
2.05%
+1.1%
Q1 2017$2,791,000
+167.3%
20,046
+152.6%
2.03%
+132.1%
Q4 2016$1,044,000
+6.4%
7,937
+4.7%
0.88%
+17.4%
Q3 2016$981,000
+13.7%
7,584
+8.6%
0.74%
+4.6%
Q2 2016$863,000
+17.7%
6,984
+15.4%
0.71%
+3.8%
Q1 2016$733,000
-59.8%
6,052
-60.1%
0.69%
-60.5%
Q4 2015$1,822,00015,1751.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2016
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