Selective Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,809 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$958,672
-2.1%
3,969
-1.2%
0.42%
-0.7%
Q1 2024$979,227
+4.4%
4,018
-2.4%
0.42%
-10.0%
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 Q2 2024
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 994,940$177,278,00017.25%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 126,697$22,585,00016.77%
TL Private Wealth 87,762$16,054,00013.88%
Riverpoint Wealth Management Holdings, LLC 185,788$33,104,00013.14%
Cornerstone Advisors, Inc. 567,745$101,161,00012.26%
Paracle Advisors, LLC 282,318$50,303,00011.71%
SEARCY FINANCIAL SERVICES INC /ADV 86,657$15,440,00011.08%
Northwest Quadrant Wealth Management, LLC 130,644$23,175,0009.56%
McIlrath & Eck, LLC 110,194$19,634,0009.42%
Nadler Financial Group, Inc. 207,285$36,934,0009.12%
View complete list of VANGUARD INDEX FDS shareholders