Selective Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 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 Q3 2021
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