WealthShield Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$541,411
+9.3%
2,600
+15.6%
0.08%
+9.3%
Q2 2023$495,355
+8.1%
2,250
+3.6%
0.08%
+1.4%
Q1 2023$458,032
+3.3%
2,172
-0.2%
0.07%
-12.9%
Q4 2022$443,534
+65.5%
2,176
+52.6%
0.08%
+60.4%
Q3 2022$268,000
+3.1%
1,426
+7.9%
0.05%
+1.9%
Q2 2022$260,000
+2.0%
1,322
+23.3%
0.05%
+26.8%
Q1 2022$255,000
+8.5%
1,072
+16.1%
0.04%
+5.1%
Q4 2021$235,000
-17.3%
923
-22.8%
0.04%
-11.4%
Q2 2021$284,000
+5.2%
1,196
-1.8%
0.04%
-10.2%
Q1 2021$270,000
-26.0%
1,218
-31.0%
0.05%
-26.9%
Q4 2020$365,000
+29.9%
1,764
+10.6%
0.07%
-31.6%
Q3 2020$281,000
+24.9%
1,595
+16.3%
0.10%
-5.8%
Q2 2020$225,000
+13.6%
1,371
-9.0%
0.10%
-14.0%
Q1 2020$198,000
-68.2%
1,506
-56.9%
0.12%
-60.2%
Q4 2019$623,000
+6.3%
3,4970.0%0.30%
-2.3%
Q3 2019$586,000
+0.2%
3,4970.0%0.31%
-8.3%
Q2 2019$585,000
+4.7%
3,497
+0.6%
0.34%
+8.3%
Q1 2019$559,000
+15.5%
3,477
-0.7%
0.31%
-5.2%
Q4 2018$484,000
-18.0%
3,502
-2.1%
0.33%
-2.1%
Q3 2018$590,000
+4.6%
3,5770.0%0.34%
-2.0%
Q2 2018$564,000
-16.7%
3,577
-18.5%
0.34%
-19.8%
Q1 2018$677,000
-22.4%
4,389
-21.6%
0.43%
-19.2%
Q4 2017$872,0005,5990.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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