AJ WEALTH STRATEGIES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 644 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 0.14 and the average weighting 0.8%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$19,440,072
-0.6%
88,300
-4.8%
0.94%
-7.9%
Q1 2023$19,563,253
+100203.8%
92,752
-3.1%
1.02%
-0.5%
Q4 2022$19,504
-99.9%
95,699
-22.8%
1.02%
-24.5%
Q3 2022$23,305,000
-7.8%
123,974
-3.4%
1.36%
+2.0%
Q2 2022$25,278,000
+68.9%
128,332
+103.9%
1.33%
+80.5%
Q1 2022$14,968,000
+1117.9%
62,934
+1205.1%
0.74%
+1172.4%
Q4 2021$1,229,000
+7.6%
4,8220.0%0.06%
-6.5%
Q3 2021$1,142,000
+5.4%
4,822
+5.7%
0.06%
-4.6%
Q2 2021$1,083,000
+13.4%
4,564
+5.8%
0.06%
-4.4%
Q1 2021$955,000
+18.8%
4,314
+11.0%
0.07%
-2.9%
Q4 2020$804,000
+18.1%
3,887
+0.6%
0.07%
+1.4%
Q3 2020$681,000
+7.6%
3,8620.0%0.07%
-1.4%
Q2 2020$633,000
+171.7%
3,862
+118.2%
0.07%
+118.8%
Q1 2020$233,000
-98.8%
1,770
-98.4%
0.03%
-98.6%
Q4 2019$19,484,000
+6.5%
109,352
+0.2%
2.28%
-5.6%
Q3 2019$18,297,000
+5.2%
109,171
+4.9%
2.41%
-5.9%
Q2 2019$17,395,000
+5.2%
104,064
+1.1%
2.56%
-6.3%
Q1 2019$16,543,000
+20.9%
102,913
+3.9%
2.74%
+3.7%
Q4 2018$13,683,000
+891.5%
99,025
+1078.2%
2.64%
+934.9%
Q3 2018$1,380,000
-6.5%
8,405
-10.2%
0.26%
-16.1%
Q2 2018$1,476,000
+2.3%
9,360
+0.0%
0.30%
-11.6%
Q1 2018$1,443,000
+6.3%
9,358
+6.7%
0.34%
+1.5%
Q4 2017$1,358,000
+5.4%
8,772
+0.0%
0.34%
-19.1%
Q3 2017$1,289,000
+3.1%
8,7680.0%0.42%
-11.6%
Q2 2017$1,250,000
-2.7%
8,768
-5.0%
0.47%
-15.2%
Q1 2017$1,285,000
+5.8%
9,2300.0%0.56%
-10.8%
Q4 2016$1,215,0009,2300.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders