AAF Wealth Management, 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
AAF Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,483,980
-1.4%
59,950
+4.2%
8.02%
+2.1%
Q2 2023$12,661,053
+6.8%
57,508
+2.3%
7.85%
+1.5%
Q1 2023$11,856,972
+7.0%
56,218
+3.5%
7.74%
-1.4%
Q4 2022$11,077,487
+7.4%
54,343
-0.9%
7.85%
-4.5%
Q3 2022$10,311,000
-0.7%
54,837
+4.1%
8.22%
+5.1%
Q2 2022$10,379,000
-17.5%
52,675
-0.5%
7.82%
-5.4%
Q1 2022$12,582,000
-5.8%
52,924
+1.0%
8.27%
-14.4%
Q4 2021$13,351,000
+7.2%
52,412
-0.4%
9.66%
+2.0%
Q3 2021$12,457,000
+2.0%
52,604
+2.2%
9.46%
+0.4%
Q2 2021$12,208,000
+10.7%
51,464
+3.3%
9.42%
+0.6%
Q1 2021$11,026,000
+13.8%
49,809
+6.3%
9.36%
+6.7%
Q4 2020$9,688,00046,8528.78%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders