Spearhead Capital 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
Spearhead Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$869,000
-95.7%
4,624
-95.5%
0.94%
-69.0%
Q2 2022$20,346,000
-19.8%
103,297
-3.2%
3.04%
-3.4%
Q1 2022$25,378,000
-8.6%
106,700
-2.1%
3.14%
-6.2%
Q4 2021$27,754,000
+7.9%
108,938
+0.2%
3.35%
-2.3%
Q3 2021$25,729,000
+0.7%
108,670
+1.0%
3.43%
-1.3%
Q2 2021$25,545,000
+8.0%
107,625
+0.7%
3.48%
-0.5%
Q1 2021$23,662,000
+7.3%
106,902
+0.3%
3.49%
-0.3%
Q4 2020$22,046,000
+31.0%
106,619
+11.7%
3.50%
+9.1%
Q3 2020$16,829,000
+8.6%
95,480
+1.0%
3.21%
-3.0%
Q2 2020$15,502,000
+274.2%
94,578
+200.5%
3.31%
+177.2%
Q1 2020$4,143,000
-73.8%
31,470
-64.5%
1.19%
-69.6%
Q4 2019$15,815,000
+7.6%
88,757
+1.2%
3.93%
-4.1%
Q3 2019$14,699,000
+3.6%
87,701
+3.3%
4.09%
-1.4%
Q2 2019$14,192,000
-15.8%
84,901
-19.0%
4.15%
-18.3%
Q1 2019$16,854,000
-59.3%
104,844
-68.1%
5.08%
-71.3%
Q4 2018$41,376,000
+178.4%
328,698
+254.2%
17.74%
+256.2%
Q3 2018$14,863,000
+2.7%
92,813
+1.1%
4.98%
-3.9%
Q2 2018$14,476,000
-32.5%
91,829
-34.0%
5.18%
-38.0%
Q1 2018$21,440,000
+22.1%
139,034
+22.5%
8.36%
-2.1%
Q4 2017$17,565,000113,4838.54%
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