Aries Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Aries Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,253,795
-3.0%
34,669
+2.1%
2.84%
-2.1%
Q2 2023$7,478,175
+4.1%
33,967
-0.2%
2.90%
-1.5%
Q1 2023$7,181,826
+7.7%
34,050
+4.0%
2.94%
+2.4%
Q4 2022$6,669,682
+5.2%
32,725
+5.3%
2.88%
+2.5%
Q3 2022$6,340,000
+3.9%
31,080
+0.3%
2.81%
+1.3%
Q2 2022$6,103,000
+1003.6%
30,983
+1233.2%
2.77%
+1059.4%
Q1 2022$553,000
-92.9%
2,324
-92.4%
0.24%
-91.9%
Q4 2021$7,764,000
+6.4%
30,474
-1.1%
2.96%
-4.1%
Q3 2021$7,296,000
+2.4%
30,816
+2.7%
3.09%
+1.3%
Q2 2021$7,124,000
+7.0%
30,016
+3.0%
3.05%
+1.9%
Q1 2021$6,656,000
+9.3%
29,136
+2.0%
2.99%
-1.7%
Q4 2020$6,087,000
+19.9%
28,571
-0.8%
3.04%
+5.6%
Q3 2020$5,075,000
+10.1%
28,791
+2.4%
2.88%
+2.4%
Q2 2020$4,609,000
+32.3%
28,121
+2.3%
2.81%
+5.9%
Q1 2020$3,484,000
-23.7%
27,501
+7.3%
2.66%
-4.7%
Q4 2019$4,568,000
+6.9%
25,6260.0%2.79%
-1.9%
Q3 2019$4,272,000
-0.1%
25,626
+1.8%
2.84%
-5.0%
Q2 2019$4,276,000
+8.2%
25,182
+2.4%
2.99%
+1.2%
Q1 2019$3,951,000
+17.6%
24,581
+1.1%
2.95%
-17.1%
Q4 2018$3,361,000
-6.6%
24,324
+10.9%
3.56%
+10.2%
Q3 2018$3,600,000
+7.1%
21,925
+5.4%
3.23%
+4.1%
Q2 2018$3,361,000
+7.1%
20,793
+2.3%
3.11%
+2.2%
Q1 2018$3,139,000
-1.3%
20,328
+3.2%
3.04%
+3.9%
Q4 2017$3,179,00019,6982.93%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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