Wambolt & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$469,756
+30.1%
2,283
+39.2%
0.17%
+32.8%
Q2 2023$361,095
-0.3%
1,640
-4.6%
0.13%0.0%
Q1 2023$362,059
-4.1%
1,719
-7.2%
0.13%
-11.7%
Q4 2022$377,547
+8.5%
1,852
+0.1%
0.14%
-2.0%
Q3 2022$348,000
-9.8%
1,851
-5.5%
0.15%
-4.5%
Q2 2022$386,000
-17.5%
1,958
+0.1%
0.16%
-8.8%
Q1 2022$468,000
-8.4%
1,957
-2.5%
0.17%
-8.1%
Q4 2021$511,000
-0.2%
2,008
-6.0%
0.18%
-9.8%
Q3 2021$512,0000.0%2,136
-0.6%
0.20%
-6.0%
Q2 2021$512,000
+16.1%
2,148
+9.3%
0.22%
-5.2%
Q1 2021$441,000
+22.8%
1,966
+13.4%
0.23%
+7.5%
Q4 2020$359,000
+12.5%
1,734
-4.1%
0.21%
-10.1%
Q3 2020$319,000
-0.3%
1,809
-7.3%
0.24%
-5.6%
Q2 2020$320,000
+6.0%
1,952
-15.0%
0.25%
-19.2%
Q1 2020$302,000
-30.3%
2,296
-5.5%
0.31%
-5.5%
Q4 2019$433,000
+5.4%
2,430
-1.0%
0.33%
-2.7%
Q3 2019$411,000
-0.7%
2,454
-0.9%
0.34%
-3.4%
Q2 2019$414,000
-9.8%
2,477
-11.7%
0.35%
-15.8%
Q1 2019$459,000
+5.5%
2,806
-10.9%
0.42%
-13.1%
Q4 2018$435,0003,1510.48%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders