Principle Wealth Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,015 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.

Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,411,399
-7.0%
35,591
-1.7%
0.74%
-7.0%
Q2 2023$7,969,426
+11.4%
36,198
+6.7%
0.80%
+4.7%
Q1 2023$7,154,967
+15.7%
33,923
+11.8%
0.76%
+9.1%
Q4 2022$6,183,118
+21.0%
30,338
+11.6%
0.70%
+45.4%
Q3 2022$5,108,000
+39.1%
27,176
+45.8%
0.48%
+9.0%
Q2 2022$3,672,000
+21.1%
18,641
+46.2%
0.44%
+38.6%
Q1 2022$3,033,000
+22.6%
12,751
+31.4%
0.32%
+22.7%
Q4 2021$2,473,000
+9.8%
9,705
+2.0%
0.26%0.0%
Q3 2021$2,252,000
-0.1%
9,511
+0.1%
0.26%
+1.6%
Q2 2021$2,255,000
+5.7%
9,499
-1.4%
0.26%
+2.8%
Q1 2021$2,133,000
+31.1%
9,637
+22.5%
0.25%
+16.4%
Q4 2020$1,627,000
+5323.3%
7,867
+4198.9%
0.21%
+2277.8%
Q2 2020$30,000
-94.0%
183
-93.5%
0.01%
-94.4%
Q4 2019$502,000
+39.4%
2,815
+31.2%
0.16%
+29.0%
Q3 2019$360,000
+0.3%
2,1450.0%0.12%
-33.0%
Q2 2019$359,0002,1450.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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