9258 Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,589,991
-30.7%
12,438
-26.7%
0.50%
-28.4%
Q2 2023$3,735,461
-46.1%
16,967
-48.3%
0.70%
-49.7%
Q1 2023$6,928,154
+11.4%
32,847
+7.7%
1.40%
+4.0%
Q4 2022$6,217,278
+43.8%
30,505
+32.7%
1.34%
+21.7%
Q3 2022$4,323,000
+79.7%
22,995
+88.3%
1.10%
+79.1%
Q2 2022$2,406,000
+220.8%
12,214
+287.3%
0.62%
+254.6%
Q1 2022$750,000
+62.0%
3,154
+73.6%
0.17%
+64.2%
Q4 2021$463,000
+25.8%
1,817
+16.8%
0.11%
+8.2%
Q3 2021$368,000
-0.3%
1,5550.0%0.10%
-1.0%
Q2 2021$369,000
+21.0%
1,555
+12.7%
0.10%
+7.6%
Q1 2021$305,000
+7.0%
1,3800.0%0.09%
-1.1%
Q4 2020$285,000
+14.9%
1,380
-2.1%
0.09%
-1.1%
Q3 2020$248,000
-11.4%
1,409
-17.6%
0.09%
-16.8%
Q2 2020$280,000
+9.8%
1,7090.0%0.11%
+0.9%
Q1 2020$255,000
-25.0%
1,709
-10.5%
0.11%
-10.4%
Q4 2019$340,0001,9090.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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