Dougherty Wealth Advisers LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,809 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$48,420
-3.1%
2000.0%0.04%
-4.5%
Q1 2024$49,972
+7.4%
2000.0%0.04%
+2.3%
Q4 2023$46,528
+11.7%
2000.0%0.04%
-10.4%
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 2024
NameSharesValueWeighting ↓
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 140,075$16,981,00012.53%
Paracle Advisors, LLC 161,381$19,564,00010.47%
JMG Financial Group, Ltd. 425,254$51,554,0009.67%
Nadler Financial Group, Inc. 180,428$21,873,0009.57%
McKinley Carter Wealth Services, Inc. 135,412$16,416,0009.10%
Strategic Point Investment Advisors, LLC 166,713$20,210,0009.08%
US FINANCIAL ADVISORS, LLC 36,995$4,485,0007.80%
Emery Howard Portfolio Management, Inc. 246,591$29,894,0007.56%
Fiduciary Wealth Partners, LLC 54,898$6,655,0006.99%
Advisory Alpha, LLC 107,105$12,978,0006.92%
View complete list of VANGUARD INDEX FDS shareholders