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 ↓
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