Selective Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 748 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$678,414
+0.1%
4,046
+1.1%
0.30%
+1.4%
Q1 2024$677,945
+23.6%
4,003
+15.6%
0.30%
+6.9%
Q4 2023$548,691
+24.9%
3,462
+10.0%
0.28%
+14.5%
Q3 2023$439,353
-0.9%
3,148
+6.3%
0.24%
+9.0%
Q2 2023$443,423
+92.6%
2,962
+82.2%
0.22%
+81.1%
Q4 2022$230,186
+1111.5%
1,626
+1006.1%
0.12%
+1425.0%
Q3 2022$19,000
-79.1%
147
-78.8%
0.01%
-75.0%
Q2 2022$91,000
-22.2%
693
-2.0%
0.03%
-23.8%
Q1 2022$117,000
-18.2%
707
-9.4%
0.04%
-27.6%
Q4 2021$143,000
+14.4%
780
+13.7%
0.06%
-12.1%
Q3 2021$125,000
+12.6%
686
+16.1%
0.07%
-25.0%
Q2 2021$111,000
+164.3%
591
+133.6%
0.09%
+225.9%
Q4 2020$42,000
+27.3%
2530.0%0.03%
+3.8%
Q3 2020$33,000
-10.8%
253
-19.2%
0.03%
-16.1%
Q2 2020$37,0003130.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
OIKOS HOLDINGS LLC 414,100$61,630,50324.33%
ACT WEALTH MANAGEMENT, LLC 196,336$29,220,71616.44%
CABANA LLC 20,537$3,056,45011.82%
Gleason Group, Inc. 294,719$43,863,05211.38%
Beacon Harbor Wealth Advisors, Inc. 182,737$27,1978.90%
MAYPORT, LLC 96,075$14,298,8068.09%
FC Advisory LLC 129,754$19,311,2867.90%
Van Cleef Asset Management,Inc 325,878$48,500,4437.45%
Applied Capital LLC 78,377$11,664,8537.24%
James J. Burns & Company, LLC 174,050$25,9056.57%
View complete list of VANGUARD INDEX FDS shareholders