WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 859 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,242,557
-11.1%
39,582
-6.1%
3.33%
-2.2%
Q2 2023$9,275,835
-0.8%
42,132
-5.0%
3.40%
-6.8%
Q1 2023$9,351,942
+1.0%
44,339
-2.5%
3.65%
-2.8%
Q4 2022$9,263,689
+2.1%
45,453
-5.9%
3.76%
-4.1%
Q3 2022$9,077,000
-14.3%
48,286
-10.2%
3.92%
-9.6%
Q2 2022$10,595,000
-18.3%
53,788
-1.4%
4.33%
-5.1%
Q1 2022$12,971,000
-8.3%
54,537
-1.8%
4.57%
-6.5%
Q4 2021$14,150,000
-1.7%
55,541
-8.7%
4.88%
-9.5%
Q3 2021$14,398,000
-0.1%
60,813
+0.1%
5.40%
-4.2%
Q2 2021$14,416,000
+7.1%
60,736
-0.1%
5.64%
-2.6%
Q1 2021$13,461,000
+7.5%
60,815
+0.4%
5.79%
-4.3%
Q4 2020$12,527,000
+15.9%
60,582
-1.3%
6.04%
-0.8%
Q3 2020$10,813,000
+8.3%
61,349
+0.7%
6.09%
-0.6%
Q2 2020$9,984,000
+24.0%
60,913
-0.4%
6.13%
-0.7%
Q1 2020$8,050,000
-30.4%
61,149
-5.8%
6.17%
-14.4%
Q4 2019$11,572,000
+15.7%
64,948
+8.8%
7.20%
+0.7%
Q3 2019$10,001,000
+6.0%
59,671
+5.8%
7.16%
+7.3%
Q2 2019$9,431,000
+58.6%
56,419
+31.1%
6.67%
+28.1%
Q4 2018$5,946,00043,0355.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders