Mokosak Advisory Group, 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
Mokosak Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,264,219
-5.5%
15,673
-0.1%
1.33%
-2.8%
Q2 2023$3,452,709
+5.2%
15,681
+0.8%
1.36%
-2.4%
Q1 2023$3,282,431
+6.6%
15,561
+3.2%
1.40%
+1.5%
Q4 2022$3,078,845
+7.4%
15,074
-1.0%
1.38%
-2.5%
Q3 2022$2,867,000
+15.1%
15,222
+20.5%
1.41%
+18.8%
Q2 2022$2,491,000
-13.1%
12,631
+4.8%
1.19%
+2.3%
Q1 2022$2,867,000
-6.9%
12,048
-0.3%
1.16%
-1.6%
Q4 2021$3,079,000
+6.5%
12,081
-1.0%
1.18%
-1.5%
Q3 2021$2,892,000
-0.7%
12,209
-0.4%
1.20%
-2.0%
Q2 2021$2,912,000
+7.4%
12,262
+0.0%
1.22%
+0.6%
Q1 2021$2,711,000
+3.8%
12,259
-2.9%
1.22%
-2.6%
Q4 2020$2,612,000
+20.0%
12,622
+2.2%
1.25%
+0.3%
Q3 2020$2,176,000
+6.5%
12,345
-1.1%
1.24%
-0.3%
Q2 2020$2,044,000
+21.3%
12,484
-2.6%
1.25%
-0.8%
Q1 2020$1,685,00012,8181.26%
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