9258 Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 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 Q3 2023
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders