VISTA INVESTMENT MANAGEMENT - 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
VISTA INVESTMENT MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,274,650
-5.6%
6,121
-0.2%
0.67%
-2.2%
Q2 2023$1,350,475
+1.6%
6,134
-2.7%
0.68%
-2.7%
Q1 2023$1,329,314
+1.9%
6,302
-1.5%
0.70%
-5.6%
Q4 2022$1,304,681
+8.1%
6,401
-0.3%
0.74%
+0.3%
Q3 2022$1,207,000
-5.5%
6,421
-0.9%
0.74%
-3.8%
Q2 2022$1,277,000
-16.0%
6,482
+1.4%
0.77%
-7.3%
Q1 2022$1,521,000
+9.3%
6,395
+17.0%
0.83%
+10.2%
Q4 2021$1,392,000
+7.6%
5,4640.0%0.76%
-0.4%
Q3 2021$1,294,000
-0.4%
5,464
-0.2%
0.76%
-0.9%
Q2 2021$1,299,000
+6.4%
5,475
-0.7%
0.77%
+0.8%
Q1 2021$1,221,000
+6.0%
5,516
-1.0%
0.76%
-1.6%
Q4 2020$1,152,000
+16.0%
5,569
-1.2%
0.77%
+1.8%
Q3 2020$993,000
+10.2%
5,634
+2.5%
0.76%
-2.1%
Q2 2020$901,000
+27.8%
5,494
+2.6%
0.77%
+7.5%
Q1 2020$705,000
-50.9%
5,353
-33.6%
0.72%
-33.2%
Q4 2019$1,436,000
+7.2%
8,062
+0.8%
1.08%
-2.4%
Q3 2019$1,340,000
+0.2%
7,9960.0%1.10%
-2.3%
Q2 2019$1,337,000
+3.3%
7,996
-0.7%
1.13%
-0.4%
Q1 2019$1,294,000
+17.3%
8,051
+0.9%
1.14%
-0.1%
Q4 2018$1,103,000
-17.9%
7,983
-2.4%
1.14%
-4.3%
Q3 2018$1,344,000
+4.2%
8,1830.0%1.19%
-5.8%
Q2 2018$1,290,000
+11.0%
8,183
+8.6%
1.26%
+3.6%
Q1 2018$1,162,000
-26.6%
7,532
-26.3%
1.22%
-26.5%
Q4 2017$1,583,00010,2251.66%
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