Dougherty Wealth Advisers LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,015 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.50 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 Q4 2019
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 1,226,387$201,017,00017.64%
Axiom Financial Strategies, LLC 130,418$21,377,00013.93%
TL Private Wealth 98,573$17,029,00013.64%
SEARCY FINANCIAL SERVICES INC /ADV 88,450$14,498,00012.08%
Riverpoint Wealth Management Holdings, LLC 175,195$28,716,00011.21%
MFA WEALTH ADVISORS, LLC 101,048$16,562,780,00010.70%
Northwest Quadrant Wealth Management, LLC 154,604$24,942,00010.51%
McIlrath & Eck, LLC 124,419$20,394,0009.45%
B & T Capital Management DBA Alpha Capital Management 168,142$27,560,0009.43%
Paracle Advisors, LLC 245,074$40,170,0009.36%
View complete list of VANGUARD INDEX FDS shareholders