Dougherty Wealth Advisers LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

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 2022
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders