Wells Trecaso Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 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
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 Q3 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders