Covenant Asset Management, 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
Covenant Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$950,616
-6.1%
4,565
-0.7%
0.25%
-2.3%
Q2 2023$1,012,516
+4.1%
4,599
-0.3%
0.26%
+10.8%
Q1 2023$972,974
-0.2%
4,613
-3.6%
0.23%
-0.4%
Q4 2022$975,027
+5.6%
4,784
-2.6%
0.23%
-11.4%
Q3 2022$923,000
-8.3%
4,912
-3.9%
0.26%
-17.8%
Q2 2022$1,007,000
-18.7%
5,112
-1.9%
0.32%
-4.5%
Q1 2022$1,239,000
-6.7%
5,2110.0%0.34%
-5.1%
Q4 2021$1,328,000
+6.4%
5,211
-1.2%
0.35%
-4.9%
Q3 2021$1,248,0000.0%5,272
+0.2%
0.37%0.0%
Q2 2021$1,248,000
+7.0%
5,260
-0.2%
0.37%
+1.9%
Q1 2021$1,166,000
+4.6%
5,269
-2.3%
0.36%
-0.8%
Q4 2020$1,115,000
+13.0%
5,393
-3.6%
0.37%
+16.1%
Q3 2020$987,000
+7.2%
5,597
-0.4%
0.32%
+54.9%
Q2 2020$921,000
+14.1%
5,619
-8.3%
0.20%
-16.0%
Q1 2020$807,000
+289.9%
6,130
+357.5%
0.24%
+102.5%
Q4 2017$207,0001,3400.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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