Legacy Capital Wealth Partners, LLC - 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
Legacy Capital Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,732,088
+33.1%
41,933
+40.7%
2.40%
-56.1%
Q2 2023$6,562,335
-30.8%
29,807
-33.7%
5.45%
+110.6%
Q1 2023$9,487,860
-2.0%
44,983
-5.3%
2.59%
-44.0%
Q4 2022$9,683,702
+10.7%
47,514
+2.1%
4.63%
-0.3%
Q3 2022$8,751,000
-3.9%
46,554
+0.7%
4.64%
+1.4%
Q2 2022$9,105,000
-15.5%
46,223
+2.0%
4.58%
-1.2%
Q1 2022$10,778,000
-35.7%
45,316
-32.0%
4.63%
-33.1%
Q4 2021$16,767,000
+5.8%
66,594
-97.3%
6.92%
+11.7%
Q3 2021$15,847,000
+16.2%
2,443,377
+4152.5%
6.20%
-15.7%
Q2 2021$13,637,000
-44.9%
57,457
-48.6%
7.35%
-28.2%
Q1 2021$24,754,000
+6.7%
111,839
-0.3%
10.23%
+3.0%
Q4 2020$23,196,000112,1819.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders