One Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
One Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$206,881
+7.3%
940
-0.6%
0.04%0.0%
Q4 2022$192,804
-40.9%
946
-31.0%
0.04%
-45.0%
Q1 2022$326,000
-6.9%
1,3720.0%0.08%
-10.1%
Q4 2021$350,000
-5.7%
1,372
-12.5%
0.09%
-18.3%
Q3 2021$371,000
-0.3%
1,5680.0%0.11%
-7.6%
Q2 2021$372,000
+4.2%
1,568
-2.9%
0.12%
-13.9%
Q1 2021$357,000
-17.9%
1,615
-23.3%
0.14%
-41.9%
Q4 2020$435,000
+15.1%
2,106
-1.7%
0.24%
-9.6%
Q3 2020$378,000
+80.0%
2,142
+67.0%
0.26%
+56.3%
Q2 2020$210,000
-58.1%
1,283
-66.3%
0.17%
-66.3%
Q1 2020$501,0003,8090.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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