Bogart Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$271,283
-5.9%
1,303
-0.5%
0.02%
-5.6%
Q2 2023$288,142
-11.6%
1,309
-15.3%
0.02%
-18.2%
Q1 2023$326,047
+3.6%
1,546
+0.1%
0.02%0.0%
Q4 2022$314,864
+14.1%
1,545
+5.3%
0.02%
-4.3%
Q3 2022$276,000
-9.5%
1,467
-5.4%
0.02%
-14.8%
Q2 2022$305,000
+35.0%
1,550
+63.5%
0.03%
+42.1%
Q1 2022$226,000
+103.6%
948
+117.9%
0.02%
+90.0%
Q4 2021$111,000
+7.8%
4350.0%0.01%0.0%
Q3 2021$103,000
+3.0%
435
+3.3%
0.01%
-9.1%
Q2 2021$100,000
+42.9%
421
+33.7%
0.01%
+10.0%
Q1 2021$70,000
+169.2%
315
+142.3%
0.01%
+100.0%
Q4 2020$26,000
+18.2%
1300.0%0.01%0.0%
Q3 2020$22,000
+4.8%
1300.0%0.01%0.0%
Q2 2020$21,000
+23.5%
1300.0%0.01%0.0%
Q1 2020$17,0001300.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders