9258 Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

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 2021
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