Dougherty Wealth Advisers LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 859 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$41,648
-5.4%
2000.0%0.05%
-20.0%
Q2 2023$44,032
+4.4%
2000.0%0.06%
-6.2%
Q1 2023$42,184
+3.5%
2000.0%0.06%
-4.5%
Q4 2022$40,762
+7.3%
2000.0%0.07%
-10.7%
Q3 2022$38,000
-2.6%
2000.0%0.08%
+2.7%
Q2 2022$39,000
-18.8%
2000.0%0.07%
+1.4%
Q1 2022$48,000
-5.9%
2000.0%0.07%
+1.4%
Q4 2021$51,000
+8.5%
2000.0%0.07%
+1.4%
Q3 2021$47,0000.0%2000.0%0.07%
+1.4%
Q2 2021$47,000
+6.8%
2000.0%0.07%
+4.5%
Q1 2021$44,000
+7.3%
2000.0%0.07%
+3.1%
Q4 2020$41,000
+17.1%
2000.0%0.06%
-47.1%
Q3 2020$35,000
+6.1%
2000.0%0.12%0.0%
Q2 2020$33,000
+26.9%
2000.0%0.12%
+16.3%
Q1 2020$26,000
-27.8%
2000.0%0.10%
-5.5%
Q4 2019$36,000
+5.9%
2000.0%0.11%
-1.8%
Q3 2019$34,000
-34.6%
200
-36.1%
0.11%
-23.8%
Q2 2019$52,000
+4.0%
3130.0%0.15%
-13.5%
Q1 2019$50,000
+4.2%
3130.0%0.17%
+7.6%
Q4 2018$48,0003130.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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