Shorepoint Capital Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 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 Q3 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders