Fusion Family Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,320,234
-6.1%
11,142
-0.7%
0.29%
-3.4%
Q2 2023$2,470,661
+6.9%
11,222
+2.5%
0.30%0.0%
Q1 2023$2,310,231
+1.1%
10,953
-2.3%
0.30%
-5.1%
Q4 2022$2,284,122
-18.6%
11,207
-5.4%
0.31%
-25.8%
Q3 2022$2,805,000
+24.3%
11,849
+3.4%
0.42%
+30.7%
Q2 2022$2,256,000
-18.3%
11,454
-1.4%
0.32%
-13.4%
Q1 2022$2,763,000
-9.0%
11,615
-2.5%
0.37%
-17.5%
Q4 2021$3,036,000
+8.2%
11,915
+0.6%
0.45%
+7.1%
Q3 2021$2,805,000
-2.6%
11,849
-2.4%
0.42%
-2.3%
Q2 2021$2,881,000
+9.0%
12,138
+1.7%
0.43%
+5.6%
Q1 2021$2,643,000
+15.3%
11,939
+7.7%
0.41%
+1.0%
Q4 2020$2,293,000
-2.2%
11,089
-16.6%
0.40%
-14.4%
Q3 2020$2,344,000
+26.7%
13,299
+17.9%
0.47%
+8.5%
Q2 2020$1,850,000
-3.7%
11,284
-22.7%
0.44%
-15.3%
Q1 2020$1,922,000
-21.5%
14,600
+6.2%
0.52%
-8.7%
Q4 2019$2,449,000
+3.9%
13,745
-2.3%
0.56%
-9.8%
Q3 2019$2,357,000
-7.9%
14,064
-8.1%
0.62%
-1.9%
Q2 2019$2,559,000
-3.3%
15,311
-6.7%
0.64%
-12.9%
Q1 2019$2,646,000
+8.0%
16,407
-7.5%
0.73%
+1.5%
Q4 2018$2,451,000
-22.9%
17,739
-8.4%
0.72%
-15.6%
Q3 2018$3,180,000
-13.8%
19,366
-17.3%
0.85%
-17.7%
Q2 2018$3,691,000
-2.7%
23,415
-4.8%
1.04%
-18.7%
Q1 2018$3,793,000
-11.3%
24,594
-10.9%
1.28%
+19.5%
Q4 2017$4,274,000
-3.2%
27,615
-8.1%
1.07%
-28.6%
Q3 2017$4,417,000
-4.1%
30,048
-7.1%
1.50%
-5.3%
Q2 2017$4,608,000
-3.8%
32,332
-6.0%
1.58%
-12.0%
Q1 2017$4,789,00034,3931.79%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders