GenTrust, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
GenTrust, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$29,008,580
-17.4%
139,304
-12.7%
2.04%
-14.6%
Q2 2023$35,124,287
+15.6%
159,540
+10.8%
2.39%
+9.1%
Q1 2023$30,372,401
+9.3%
144,000
+5.6%
2.19%
-11.7%
Q4 2022$27,787,045
+6.3%
136,338
-1.9%
2.48%
+9.7%
Q3 2022$26,134,000
-5.8%
139,023
-1.3%
2.26%
-1.2%
Q2 2022$27,747,000
-1.7%
140,867
+18.7%
2.29%
+5.7%
Q1 2022$28,225,000
-10.6%
118,674
-11.0%
2.16%
-12.3%
Q4 2021$31,579,000
+3.6%
133,373
+3.6%
2.47%
-2.4%
Q3 2021$30,484,000
+0.8%
128,754
+1.0%
2.53%
-0.8%
Q2 2021$30,245,000
+13.7%
127,427
+4.0%
2.55%
+2.2%
Q1 2021$26,598,000
+6.1%
122,475
+1.0%
2.50%
+13.5%
Q4 2020$25,075,000
+22.6%
121,272
+4.5%
2.20%
+16.9%
Q3 2020$20,450,000
+21.5%
116,022
+13.0%
1.88%
-9.4%
Q2 2020$16,832,000
-99.5%
102,688
+302.0%
2.08%
+330.9%
Q1 2020$3,362,735,000
+1308357.2%
25,543
+1319.1%
0.48%
+809.4%
Q2 2017$257,0001,8000.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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