Shorepoint Capital Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
Shorepoint Capital Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,919,824
-5.5%
18,824
-0.1%
1.15%
-1.6%
Q2 2023$4,148,989
+2.5%
18,845
-1.8%
1.17%
+0.9%
Q1 2023$4,049,374
+102467.7%
19,199
-0.9%
1.16%
+5.7%
Q4 2022$3,948
-99.9%
19,369
-3.9%
1.10%
-39.4%
Q3 2022$3,790,000
-5.9%
20,160
-1.4%
1.81%
+6.2%
Q2 2022$4,027,000
-13.6%
20,443
+4.3%
1.70%
-12.6%
Q1 2022$4,663,000
+2.7%
19,604
+10.0%
1.95%
+5.6%
Q4 2021$4,542,000
+2.2%
17,826
-5.1%
1.84%
-7.7%
Q3 2021$4,446,000
+10.0%
18,779
+2.9%
2.00%
-7.5%
Q1 2021$4,041,000
+8.3%
18,258
+1.2%
2.16%
+4.4%
Q4 2020$3,732,000
+17.5%
18,047
+0.2%
2.07%
+5.0%
Q3 2020$3,175,000
+2.7%
18,012
-4.6%
1.97%
-2.2%
Q2 2020$3,093,000
+34.4%
18,872
+8.0%
2.02%
+9.2%
Q1 2020$2,301,00017,4751.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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