Connecticut Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$39,769,584
-7.8%
190,980
-2.5%
2.72%
-9.4%
Q2 2023$43,136,641
+10.1%
195,933
+5.4%
3.00%
+1.2%
Q1 2023$39,193,607
+14.9%
185,822
+11.1%
2.96%
+2.5%
Q4 2022$34,097,508
+7.7%
167,300
-0.7%
2.89%
-2.0%
Q3 2022$31,671,000
+0.2%
168,481
+5.0%
2.95%
+6.8%
Q2 2022$31,597,000
-15.7%
160,416
+1.8%
2.76%
-3.6%
Q1 2022$37,490,000
-8.6%
157,628
-2.1%
2.87%
-10.0%
Q4 2021$41,027,000
+9.2%
161,037
+1.5%
3.18%
-2.7%
Q3 2021$37,564,000
-0.9%
158,659
-0.7%
3.28%
-1.9%
Q2 2021$37,922,000
+12.2%
159,773
-2.3%
3.34%
-7.0%
Q4 2020$33,800,000
+17.3%
163,467
+0.0%
3.59%
+12.9%
Q3 2020$28,803,000
+7.0%
163,413
-0.5%
3.18%
-4.9%
Q2 2020$26,927,000
+26.6%
164,276
+1.7%
3.34%
+5.3%
Q1 2020$21,265,000
+468.7%
161,524
+669.8%
3.18%
+670.9%
Q4 2019$3,739,000
+4.8%
20,982
-1.4%
0.41%
-6.4%
Q3 2019$3,568,000
+0.1%
21,289
-0.1%
0.44%0.0%
Q2 2019$3,563,000
+7.3%
21,313
+3.1%
0.44%
-61.3%
Q1 2019$3,322,000
+5.9%
20,663
-8.9%
1.14%
-16.5%
Q4 2018$3,136,000
-17.6%
22,693
-2.3%
1.36%
-19.0%
Q3 2018$3,806,000
+3.5%
23,238
-0.3%
1.68%
-4.3%
Q2 2018$3,678,000
+4.7%
23,318
+0.0%
1.76%
-11.7%
Q1 2018$3,514,000
-5.0%
23,316
+0.0%
1.99%
+0.4%
Q4 2017$3,699,000
+6.8%
23,315
-0.4%
1.98%
-2.6%
Q3 2017$3,465,000
+2.9%
23,397
-0.8%
2.04%
-0.6%
Q2 2017$3,368,000
+2.9%
23,595
-0.6%
2.05%
+2.9%
Q1 2017$3,272,000
+2.6%
23,744
-0.1%
1.99%
-2.1%
Q4 2016$3,190,000
+8.4%
23,770
+3.3%
2.03%
-3.9%
Q3 2016$2,944,00023,0082.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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