9258 Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

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 Q2 2021
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