Sound Income Strategies, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,037
-54.8%
53
-52.3%
0.00%
-66.7%
Q2 2023$24,438
+865.5%
111
+825.0%
0.00%
Q1 2023$2,531
-84.1%
12
-84.6%
0.00%
-100.0%
Q4 2022$15,897
+694.8%
78
+500.0%
0.00%
Q3 2022$2,0000.0%13
+8.3%
0.00%
Q2 2022$2,000
-33.3%
120.0%0.00%
Q1 2022$3,000
-40.0%
12
-42.9%
0.00%
-100.0%
Q4 2021$5,0000.0%210.0%0.00%0.0%
Q3 2021$5,0000.0%210.0%0.00%0.0%
Q2 2021$5,000
-99.7%
21
+133.3%
0.00%
Q1 2021$1,992,000
+66300.0%
9
-47.1%
0.00%
-100.0%
Q2 2020$3,000
+50.0%
170.0%0.00%0.0%
Q1 2020$2,000
-33.3%
170.0%0.00%0.0%
Q4 2019$3,0000.0%170.0%0.00%0.0%
Q3 2019$3,0000.0%170.0%0.00%0.0%
Q2 2019$3,0000.0%170.0%0.00%0.0%
Q1 2019$3,000
+50.0%
170.0%0.00%0.0%
Q4 2018$2,000
-33.3%
170.0%0.00%0.0%
Q3 2018$3,0000.0%170.0%0.00%
-50.0%
Q2 2018$3,0000.0%170.0%0.00%0.0%
Q1 2018$3,000170.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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