Legacy Capital Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

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 Q1 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders