TRUSTCORE FINANCIAL SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
TRUSTCORE FINANCIAL SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$39,262,930
+5.7%
192,645
-2.5%
3.45%
-2.1%
Q3 2022$37,133,000
+5.3%
197,537
+10.3%
3.52%
+7.5%
Q2 2022$35,266,000
-15.8%
179,042
+1.7%
3.28%
-9.3%
Q1 2022$41,866,000
+39.7%
176,026
+49.6%
3.62%
+6.8%
Q4 2021$29,973,000
-20.1%
117,647
-25.8%
3.38%
-8.2%
Q3 2021$37,520,000
+6.7%
158,472
+6.9%
3.69%
-0.3%
Q2 2021$35,177,000
+16.0%
148,209
+8.2%
3.70%
+5.3%
Q1 2021$30,312,000
+27.6%
136,948
+19.2%
3.51%
+15.8%
Q4 2020$23,756,000
+50.8%
114,891
+28.5%
3.03%
+26.7%
Q3 2020$15,755,000
+88.5%
89,385
+75.3%
2.39%
+65.5%
Q2 2020$8,360,000
+440.4%
51,001
+333.9%
1.45%
+314.3%
Q1 2020$1,547,000
-26.4%
11,754
-0.4%
0.35%
-12.3%
Q4 2019$2,103,000
+8.2%
11,801
+1.7%
0.40%
-4.6%
Q3 2019$1,944,000
+1.0%
11,599
+0.8%
0.42%
-3.0%
Q2 2019$1,924,000
+2.5%
11,512
-1.4%
0.43%
-17.1%
Q1 2019$1,877,000
+54.9%
11,674
+58.2%
0.52%
+36.9%
Q3 2018$1,212,000
+28.7%
7,381
+23.5%
0.38%
+13.5%
Q2 2018$942,000
+2.4%
5,978
+0.2%
0.33%
-4.3%
Q1 2018$920,000
-2.6%
5,966
-2.3%
0.35%
-5.4%
Q4 2017$945,0006,1050.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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