AE Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$41,932,302
-9.1%
201,365
-3.9%
0.25%
-9.4%
Q2 2023$46,128,389
+37.5%
209,522
+31.7%
0.28%
+28.2%
Q1 2023$33,546,580
+6.0%
159,049
+2.4%
0.22%
-5.7%
Q4 2022$31,642,598
+10.9%
155,255
+2.3%
0.23%
+1.3%
Q3 2022$28,533,000
+53.8%
151,789
+61.1%
0.23%
+52.7%
Q2 2022$18,556,000
-20.3%
94,208
-3.7%
0.15%
-7.5%
Q1 2022$23,275,000
-9.2%
97,860
-2.7%
0.16%
-10.6%
Q4 2021$25,626,000
+40.2%
100,586
+30.3%
0.18%
+18.5%
Q3 2021$18,276,000
+6.1%
77,192
+6.3%
0.15%
+0.7%
Q2 2021$17,230,000
+15.2%
72,594
+7.4%
0.15%
-0.7%
Q1 2021$14,961,000
+80.5%
67,595
+68.6%
0.15%
+60.6%
Q4 2020$8,288,000
+66.2%
40,081
+41.7%
0.09%
+32.4%
Q3 2020$4,987,000
+19.7%
28,293
+11.3%
0.07%
+10.9%
Q2 2020$4,165,000
+30.1%
25,412
+4.5%
0.06%
-13.5%
Q1 2020$3,202,000
-8.3%
24,324
+24.1%
0.07%
-2.6%
Q4 2019$3,493,000
+124.2%
19,603
+110.9%
0.08%
+68.9%
Q3 2019$1,558,000
+61.3%
9,296
+60.9%
0.04%
+55.2%
Q2 2019$966,000
+49.5%
5,779
+43.8%
0.03%
-35.6%
Q1 2019$646,000
+19.2%
4,019
+2.5%
0.04%
-51.6%
Q4 2018$542,000
-16.9%
3,921
-1.3%
0.09%
+158.3%
Q3 2018$652,000
+1.9%
3,973
-2.1%
0.04%
-18.2%
Q2 2018$640,000
+20.5%
4,057
+17.9%
0.04%
+7.3%
Q1 2018$531,000
-16.5%
3,442
-16.3%
0.04%
-26.8%
Q4 2017$636,000
+67.8%
4,111
+59.5%
0.06%
+60.0%
Q3 2017$379,000
-18.7%
2,578
-21.1%
0.04%
-37.5%
Q2 2017$466,000
+32.4%
3,268
+29.3%
0.06%
-13.8%
Q1 2017$352,000
+60.7%
2,528
+51.7%
0.06%
-27.0%
Q4 2016$219,0001,6660.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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