Fulcrum Capital 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
Fulcrum Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$31,700,167
-4.6%
152,229
+0.8%
9.20%
+5.3%
Q2 2023$33,238,068
+4.0%
150,972
-0.4%
8.74%
+1.6%
Q1 2023$31,955,117
+9.8%
151,504
+6.1%
8.60%
+2.3%
Q4 2022$29,095,881
+49.2%
142,760
+37.6%
8.41%
+45.2%
Q3 2022$19,498,000
-31.6%
103,723
-28.3%
5.79%
-35.3%
Q2 2022$28,499,000
+11164.4%
144,689
+10082.2%
8.96%
+11383.3%
Q4 2019$253,000
-0.8%
1,421
-6.6%
0.08%
-10.3%
Q3 2019$255,000
+0.4%
1,5210.0%0.09%
-6.5%
Q2 2019$254,000
-37.6%
1,521
-39.9%
0.09%
-39.6%
Q1 2019$407,0002,5310.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders