Windsor Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,672
+4.6%
17,635
+10.6%
0.67%
+6.7%
Q2 2023$3,509
+55.2%
15,940
+47.0%
0.63%
+43.8%
Q1 2023$2,261
+21.4%
10,841
+20.9%
0.44%
+13.8%
Q4 2022$1,863
-99.9%
8,965
+31.3%
0.38%
+17.7%
Q3 2022$1,312,000
+0.9%
6,828
+4.9%
0.33%
-1.5%
Q2 2022$1,300,000
-33.2%
6,510
-21.3%
0.33%
-7.8%
Q1 2022$1,947,000
-8.7%
8,275
-1.8%
0.36%
-7.9%
Q4 2021$2,133,000
+47.8%
8,424
+40.0%
0.39%
+29.5%
Q3 2021$1,443,000
+0.3%
6,017
-0.7%
0.30%
-2.9%
Q2 2021$1,439,000
+6.4%
6,062
-0.8%
0.31%
-3.4%
Q1 2021$1,352,000
+9.0%
6,109
+1.9%
0.32%
+1.9%
Q4 2020$1,240,000
+15.0%
5,996
+1.9%
0.32%
+1.0%
Q3 2020$1,078,000
+12.9%
5,883
+1.0%
0.31%
+3.0%
Q2 2020$955,000
+45.8%
5,827
+17.1%
0.30%
+15.2%
Q1 2020$655,000
+20.0%
4,977
+62.5%
0.26%
+31.3%
Q4 2019$546,000
+22.7%
3,062
+11.9%
0.20%
+3.6%
Q3 2019$445,000
-17.7%
2,736
-14.8%
0.19%
-18.1%
Q2 2019$541,000
+72.8%
3,211
+64.7%
0.24%
+34.7%
Q1 2019$313,000
+18.1%
1,950
+1.5%
0.18%
-2.8%
Q4 2018$265,000
-15.9%
1,9210.0%0.18%
-11.7%
Q3 2018$315,000
+4.0%
1,9210.0%0.20%
-13.5%
Q2 2018$303,000
+10.6%
1,921
+8.3%
0.24%
+2.2%
Q1 2018$274,000
+1.1%
1,774
+1.4%
0.23%
-0.4%
Q4 2017$271,0001,7500.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders