Patriot Financial Group Insurance Agency, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,633 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,275,346
-5.2%
17,659
-2.2%
0.63%
-12.3%
Q1 2024$4,511,979
+35.6%
18,058
+26.3%
0.72%
+14.2%
Q4 2023$3,326,345
+15.1%
14,298
+3.1%
0.63%
+5.2%
Q3 2023$2,888,914
-63.3%
13,873
-61.2%
0.60%
-59.8%
Q2 2023$7,871,055
+6.5%
35,752
+2.0%
1.48%
-1.0%
Q1 2023$7,392,476
+7.1%
35,049
+3.5%
1.50%
+61.5%
Q4 2022$6,902,011
+20.6%
33,865
+11.2%
0.93%
-33.4%
Q3 2022$5,723,000
+5.0%
30,445
+10.1%
1.39%
+26.0%
Q2 2022$5,448,000
-4.7%
27,661
+15.1%
1.11%
+8.6%
Q1 2022$5,718,000
+1.7%
24,040
+8.9%
1.02%
+9.0%
Q4 2021$5,623,000
+23.1%
22,072
+14.4%
0.93%
+15.5%
Q3 2021$4,566,000
+100.8%
19,287
+101.3%
0.81%
+94.9%
Q2 2021$2,274,000
+42.6%
9,582
+33.0%
0.42%
+13.4%
Q1 2021$1,595,000
+33.8%
7,207
+25.0%
0.37%
+22.4%
Q4 2020$1,192,000
+40.2%
5,764
+19.5%
0.30%
+8.3%
Q3 2020$850,000
+16.8%
4,823
+8.6%
0.28%
-0.7%
Q2 2020$728,000
+74.6%
4,443
+40.1%
0.28%
+46.3%
Q1 2020$417,000
-6.3%
3,171
+27.1%
0.19%
+13.8%
Q4 2019$445,000
+206.9%
2,495
+187.8%
0.17%
+156.9%
Q3 2019$145,000
+7.4%
867
+7.4%
0.06%
+12.1%
Q2 2019$135,000
+159.6%
807
+148.3%
0.06%
+114.8%
Q1 2019$52,000
+30.0%
325
+12.8%
0.03%
+3.8%
Q4 2018$40,000
-31.0%
288
-19.1%
0.03%
-25.7%
Q3 2018$58,000
+61.1%
356
+55.5%
0.04%
-7.9%
Q2 2018$36,000
-93.7%
229
-94.0%
0.04%
-91.0%
Q1 2018$571,000
-5.1%
3,792
+1.0%
0.42%
-6.2%
Q4 2017$602,000
+11.9%
3,754
+3.4%
0.45%
-6.4%
Q3 2017$538,000
+27.2%
3,631
+22.5%
0.48%
+9.1%
Q2 2017$423,000
+11.3%
2,963
+7.5%
0.44%
+10.2%
Q1 2017$380,000
+14.1%
2,756
+11.2%
0.40%
-12.1%
Q4 2016$333,0002,4790.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders