MBM Wealth Consultants, 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
MBM Wealth Consultants, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,720,525
-12.6%
8,327
-4.8%
0.75%
-11.2%
Q2 2023$1,967,450
+103613.8%
8,745
-7.3%
0.84%
+8.8%
Q1 2023$1,897
-0.9%
9,4380.0%0.77%
-12.6%
Q4 2022$1,915
-99.9%
9,438
-2.5%
0.89%
-1.9%
Q3 2022$1,873,000
-5.5%
9,676
-3.9%
0.90%
-6.8%
Q2 2022$1,983,000
-29.8%
10,068
-15.2%
0.97%
-17.4%
Q1 2022$2,825,000
-70.9%
11,879
-68.9%
1.17%
-70.9%
Q4 2021$9,722,000
+14.8%
38,160
+6.7%
4.03%
+4.3%
Q3 2021$8,470,000
+2.0%
35,775
+2.2%
3.87%
-0.8%
Q2 2021$8,305,000
+10.5%
34,991
+3.0%
3.90%
+2.1%
Q1 2021$7,518,000
+6.0%
33,966
-1.0%
3.82%
-1.2%
Q4 2020$7,095,000
+19.2%
34,314
+1.6%
3.86%
+1.6%
Q3 2020$5,953,000
+11.6%
33,771
+3.8%
3.80%
+1.1%
Q2 2020$5,335,000
+30.8%
32,548
+5.1%
3.76%
+11.5%
Q1 2020$4,078,000
-19.5%
30,974
+8.9%
3.38%
-10.1%
Q4 2019$5,066,000
+23.6%
28,434
+16.3%
3.76%
+16.6%
Q3 2019$4,098,000
+5.2%
24,450
+5.3%
3.22%
-0.6%
Q2 2019$3,897,000
+7.1%
23,214
+2.5%
3.24%
+1.5%
Q1 2019$3,639,000
+21.2%
22,639
+4.2%
3.19%
+9.0%
Q4 2018$3,003,00021,7302.93%
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