REDW Wealth 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
REDW Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,752,526
-8.3%
18,020
-3.1%
1.16%
-5.6%
Q2 2023$4,092,487
+0.0%
18,589
-4.2%
1.23%
-5.8%
Q1 2023$4,092,100
-0.4%
19,401
-3.8%
1.30%
-8.3%
Q4 2022$4,109,773
+5.8%
20,165
-2.4%
1.42%
-4.9%
Q3 2022$3,883,000
-13.7%
20,657
-9.6%
1.49%
-9.5%
Q2 2022$4,499,000
-18.7%
22,841
-1.8%
1.65%
+0.4%
Q1 2022$5,533,000
-7.2%
23,263
-0.6%
1.64%
-5.1%
Q4 2021$5,962,000
+4.4%
23,403
-3.0%
1.73%
-4.7%
Q3 2021$5,713,000
-4.2%
24,131
-4.0%
1.82%
-3.7%
Q2 2021$5,966,000
+3.3%
25,138
-3.6%
1.89%
-2.7%
Q1 2021$5,774,000
+6.6%
26,087
-0.4%
1.94%
-3.3%
Q4 2020$5,417,000
+10.3%
26,199
-5.9%
2.00%
-2.9%
Q3 2020$4,909,000
-1.9%
27,848
-8.7%
2.06%
-16.7%
Q2 2020$5,002,000
+16.7%
30,516
-6.2%
2.48%
-8.0%
Q1 2020$4,285,000
-38.9%
32,550
-17.4%
2.69%
-31.2%
Q4 2019$7,018,000
+2.5%
39,386
-3.6%
3.91%
-2.9%
Q3 2019$6,846,000
-3.6%
40,845
-3.8%
4.02%
-5.2%
Q2 2019$7,100,000
+1.1%
42,472
-2.8%
4.25%
-1.5%
Q1 2019$7,023,000
+9.9%
43,689
-5.5%
4.31%
-2.0%
Q4 2018$6,391,000
-17.5%
46,249
-2.0%
4.40%
-14.4%
Q3 2018$7,748,000
-2.3%
47,189
-6.2%
5.14%
-9.6%
Q2 2018$7,928,000
+0.3%
50,290
-1.9%
5.68%
-3.6%
Q1 2018$7,906,000
-5.3%
51,271
-5.0%
5.89%
-9.1%
Q4 2017$8,351,000
-1.3%
53,953
-6.2%
6.48%
-7.4%
Q3 2017$8,459,000
-0.5%
57,549
-3.5%
7.00%
-15.8%
Q2 2017$8,498,000
-4.6%
59,626
-6.8%
8.32%
-8.3%
Q1 2017$8,911,000
+1.4%
64,003
-4.1%
9.07%
-8.7%
Q4 2016$8,789,00066,7719.93%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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