Dougherty Wealth Advisers LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 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 Q2 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders