Geneos Wealth Management Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$652,370
-6.3%
3,133
-0.9%
0.03%
-5.6%
Q2 2023$695,996
+1.9%
3,161
-2.4%
0.04%
-12.2%
Q1 2023$683,019
+6.9%
3,238
+3.3%
0.04%
+5.1%
Q4 2022$638,703
+11.9%
3,134
+3.1%
0.04%0.0%
Q3 2022$571,000
-18.8%
3,040
-13.8%
0.04%
+11.4%
Q2 2022$703,000
-17.4%
3,525
-1.5%
0.04%
-5.4%
Q1 2022$851,000
-93.1%
3,579
-92.6%
0.04%
-92.1%
Q4 2021$12,374,000
+1223.4%
48,571
+1144.8%
0.47%
+1208.3%
Q3 2021$935,000
+3.2%
3,902
+2.9%
0.04%
+2.9%
Q2 2021$906,000
-93.4%
3,791
-93.6%
0.04%
-90.8%
Q1 2021$13,704,000
+1332.0%
59,063
+85.7%
0.38%
+905.3%
Q4 2020$957,000
+49.8%
31,813
+760.5%
0.04%
+15.2%
Q3 2020$639,000
-69.4%
3,697
-72.9%
0.03%
-71.6%
Q2 2020$2,090,000
-38.5%
13,655
-46.6%
0.12%
-49.1%
Q1 2020$3,396,000
-25.9%
25,574
-0.7%
0.23%
-6.9%
Q4 2019$4,586,000
+4.0%
25,762
-2.5%
0.24%
-6.8%
Q3 2019$4,409,000
+0.8%
26,436
+1.0%
0.26%
-3.0%
Q2 2019$4,373,000
+2.7%
26,162
-1.3%
0.27%
-3.6%
Q1 2019$4,259,000
+28.1%
26,500
+9.1%
0.28%
+14.2%
Q4 2018$3,325,000
-4.5%
24,300
+14.6%
0.25%
+6.0%
Q3 2018$3,481,000
+14.4%
21,205
+11.3%
0.23%
-2.1%
Q2 2018$3,043,000
+596.3%
19,060
+571.4%
0.24%
+523.7%
Q1 2018$437,000
-6.8%
2,839
-6.5%
0.04%
-9.5%
Q4 2017$469,000
+11.7%
3,036
+6.2%
0.04%0.0%
Q3 2017$420,000
-3.9%
2,858
-6.8%
0.04%
-6.7%
Q2 2017$437,000
+5.0%
3,066
+2.6%
0.04%
+4.7%
Q1 2017$416,000
+0.7%
2,987
-4.9%
0.04%
-20.4%
Q4 2016$413,000
+26.7%
3,142
+24.6%
0.05%
+22.7%
Q3 2016$326,000
+2.5%
2,521
-1.9%
0.04%
-4.3%
Q2 2016$318,000
+12.0%
2,571
+10.1%
0.05%
+7.0%
Q1 2016$284,0002,3360.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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