Compass 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
Compass Advisory Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$399,000
+58.3%
2,024
+104.4%
0.22%
+59.6%
Q4 2021$252,000
-32.8%
990
-37.5%
0.14%
-38.5%
Q3 2021$375,000
+15.4%
1,585
+15.8%
0.22%
+9.4%
Q2 2021$325,000
+7.6%
1,369
+0.3%
0.20%0.0%
Q1 2021$302,000
-41.9%
1,365
-45.7%
0.20%
-49.2%
Q4 2020$520,0002,5150.40%
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