Selective Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$937,669
+4.2%
4,118
-6.4%
0.47%
-4.5%
Q3 2023$900,020
-12.1%
4,400
-5.0%
0.49%
-3.3%
Q2 2023$1,023,878
+26.8%
4,630
+22.2%
0.51%
+20.0%
Q4 2022$807,374
+10.8%
3,788
-2.3%
0.43%
+36.5%
Q3 2022$729,000
-9.4%
3,876
-5.2%
0.31%
+8.7%
Q2 2022$805,000
+2775.0%
4,087
+3363.6%
0.29%
+2770.0%
Q1 2022$28,000
+100.0%
118
+110.7%
0.01%
+66.7%
Q4 2021$14,000
+7.7%
560.0%0.01%
-14.3%
Q3 2021$13,0000.0%560.0%0.01%
-30.0%
Q2 2021$13,000
+8.3%
560.0%0.01%
-9.1%
Q1 2021$12,0000.0%560.0%0.01%
+37.5%
Q4 2020$12,000560.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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