Wells Trecaso Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,042 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wells Trecaso Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$347,344
-5.4%
1,6680.0%0.15%
-2.5%
Q2 2023$367,227
+4.4%
1,6680.0%0.16%
-3.1%
Q1 2023$351,815
+4.1%
1,668
+0.6%
0.16%
-3.6%
Q4 2022$337,917
+8.3%
1,6580.0%0.17%
-1.2%
Q3 2022$312,000
+0.6%
1,658
+5.3%
0.17%
+6.2%
Q2 2022$310,000
-17.3%
1,5750.0%0.16%
-3.6%
Q1 2022$375,000
+29.3%
1,575
+38.2%
0.17%
+32.5%
Q4 2021$290,000
+17.9%
1,140
+9.6%
0.13%
+7.7%
Q3 2021$246,000
-0.4%
1,0400.0%0.12%
-1.7%
Q2 2021$247,000
+7.4%
1,0400.0%0.12%
-1.7%
Q1 2021$230,000
+7.0%
1,0400.0%0.12%
+0.8%
Q4 2020$215,000
+26.5%
1,0400.0%0.12%
+2.6%
Q2 2020$170,0001,0400.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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