Strategic Family Wealth Counselors, L.L.C. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
Strategic Family Wealth Counselors, L.L.C. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,976,668
-7.6%
9,492
-2.3%
0.95%
-3.4%
Q2 2023$2,139,096
+5.8%
9,716
+1.4%
0.98%
+2.6%
Q1 2023$2,021,942
+4.5%
9,586
+1.0%
0.96%
-0.1%
Q4 2022$1,934,453
+17.5%
9,491
+8.4%
0.96%
+18.7%
Q3 2022$1,646,000
+1.1%
8,755
+6.0%
0.81%
+3.5%
Q2 2022$1,628,000
-17.4%
8,263
-0.2%
0.78%
-1.6%
Q1 2022$1,970,000
-15.5%
8,283
-9.5%
0.79%
+6.3%
Q4 2021$2,331,000
+73.7%
9,148
+61.4%
0.75%
+62.7%
Q3 2021$1,342,000
+6.3%
5,667
+6.6%
0.46%
+11.1%
Q2 2021$1,262,000
+4.6%
5,317
-2.5%
0.41%
-9.2%
Q1 2021$1,207,000
+7.1%
5,454
+0.0%
0.46%
-21.7%
Q4 2020$1,127,000
+20.8%
5,452
+3.0%
0.58%
+11.1%
Q3 2020$933,000
+21.6%
5,293
+13.1%
0.52%
+8.3%
Q2 2020$767,000
+100.3%
4,679
+60.8%
0.48%
+68.9%
Q1 2020$383,000
-67.5%
2,910
-56.0%
0.29%
-70.0%
Q4 2019$1,180,000
+28.3%
6,621
+20.7%
0.95%
+36.9%
Q3 2019$920,000
+0.3%
5,4870.0%0.70%
-2.0%
Q2 2019$917,000
+4.0%
5,4870.0%0.71%
-0.4%
Q1 2019$882,000
+135.2%
5,487
+102.2%
0.71%
+67.8%
Q4 2018$375,0002,7130.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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