Peterson Wealth Advisors, 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
Peterson Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$782,815
-5.6%
3,759
+0.1%
0.21%
-4.1%
Q2 2023$829,525
-0.3%
3,755
-4.8%
0.22%
-4.4%
Q1 2023$831,738
+7.0%
3,943
+3.4%
0.23%
-2.6%
Q4 2022$777,001
+0.6%
3,812
-7.2%
0.24%
-9.3%
Q3 2022$772,000
-6.0%
4,107
-1.5%
0.26%
-4.4%
Q2 2022$821,000
-12.3%
4,169
+5.9%
0.27%
-2.2%
Q1 2022$936,000
-15.4%
3,935
-9.3%
0.28%
-13.2%
Q4 2021$1,106,000
+3.0%
4,340
-4.3%
0.32%
-10.1%
Q3 2021$1,074,000
-5.3%
4,536
-5.1%
0.36%
-11.7%
Q2 2021$1,134,000
+6.3%
4,780
-0.8%
0.40%
-7.4%
Q1 2021$1,067,000
+3.7%
4,819
-3.2%
0.43%
-4.2%
Q4 2020$1,029,000
+7.1%
4,976
-8.7%
0.45%
-7.9%
Q3 2020$961,000
+9.1%
5,452
+1.5%
0.49%
+4.9%
Q2 2020$881,000
+31.1%
5,373
+5.2%
0.47%
+7.6%
Q1 2020$672,000
-50.7%
5,105
-33.2%
0.44%
-44.0%
Q4 2019$1,362,000
+5.6%
7,642
-0.7%
0.78%
-1.5%
Q3 2019$1,290,000
+0.7%
7,698
+0.4%
0.79%
-2.6%
Q2 2019$1,281,000
+1.7%
7,664
+1.1%
0.81%
-3.7%
Q1 2019$1,259,000
+2.3%
7,578
-14.9%
0.84%
-13.6%
Q4 2018$1,231,000
-34.6%
8,910
-22.2%
0.98%
-28.9%
Q3 2018$1,881,000
+1.6%
11,454
-2.5%
1.37%
-8.6%
Q2 2018$1,852,000
-6.9%
11,748
-9.0%
1.50%
-8.7%
Q1 2018$1,990,000
-73.9%
12,906
-73.8%
1.64%
-76.2%
Q4 2017$7,632,00049,3096.90%
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