Old North State Trust, 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
Old North State Trust, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$657
-5.5%
3,1560.0%0.51%
-0.4%
Q2 2023$695
+4.4%
3,1560.0%0.51%
+11.5%
Q1 2023$666
+28.8%
3,156
+24.4%
0.46%
+35.6%
Q4 2022$517
-99.9%
2,5360.0%0.34%
-17.5%
Q3 2022$477,000
-5.2%
2,536
+84433.3%
0.41%
-10.4%
Q2 2022$503,000
-17.1%
30.0%0.46%
-5.3%
Q1 2022$607,000
-6.6%
3
-99.9%
0.49%
+4.1%
Q4 2021$650,000
+7.6%
2,5520.0%0.47%
-13.2%
Q3 2021$604,000
+0.3%
2,552
+0.6%
0.54%
+18.2%
Q2 2021$602,000
+7.3%
2,5360.0%0.46%
+2.5%
Q1 2021$561,000
+4.9%
2,536
-1.9%
0.44%
+7.2%
Q4 2020$535,000
-1.5%
2,585
-16.0%
0.41%
+13.1%
Q3 2020$543,000
+7.5%
3,0780.0%0.37%
+13.7%
Q2 2020$505,000
+24.7%
3,0780.0%0.32%
+9.9%
Q1 2020$405,000
-8.4%
3,078
+24.2%
0.29%
+23.1%
Q4 2019$442,000
+6.5%
2,4780.0%0.24%
-15.3%
Q3 2019$415,000
+0.2%
2,4780.0%0.28%
-6.3%
Q2 2019$414,000
+4.0%
2,4780.0%0.30%
+7.9%
Q1 2019$398,000
-29.9%
2,478
-39.8%
0.28%
-52.1%
Q4 2018$568,000
-14.5%
4,113
+1.3%
0.58%
-7.5%
Q3 2018$664,0004,0610.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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