TrinityPoint Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,699,298
+14.0%
12,962
+20.5%
0.54%
+16.5%
Q2 2023$2,368,388
+94.9%
10,758
+86.7%
0.46%
+77.7%
Q1 2023$1,215,219
+3.9%
5,762
+0.4%
0.26%
-2.3%
Q4 2022$1,169,210
+9.0%
5,737
+0.5%
0.27%
+8.6%
Q3 2022$1,073,000
-4.5%
5,709
+0.1%
0.24%
-1.2%
Q2 2022$1,123,000
-45.2%
5,701
-33.8%
0.25%
-33.2%
Q1 2022$2,048,000
-7.1%
8,609
-0.5%
0.37%
-5.1%
Q4 2021$2,204,000
-29.0%
8,649
-34.0%
0.39%
-34.2%
Q3 2021$3,103,000
-14.8%
13,107
-14.6%
0.59%
-20.3%
Q2 2021$3,642,000
+8.2%
15,346
+0.9%
0.74%
-5.0%
Q1 2021$3,367,000
+4.8%
15,214
+0.2%
0.78%
+1.6%
Q4 2020$3,213,000
+19.6%
15,187
-0.4%
0.77%
+3.5%
Q3 2020$2,687,000
+8.0%
15,242
+0.4%
0.75%
-5.3%
Q2 2020$2,489,000
+18.4%
15,188
-4.9%
0.79%
-5.4%
Q1 2020$2,102,000
-26.6%
15,965
-0.7%
0.83%
-13.9%
Q4 2019$2,865,000
+4.2%
16,078
+0.5%
0.97%
+0.9%
Q3 2019$2,749,000
+1.3%
15,995
+1.1%
0.96%
-26.4%
Q2 2019$2,713,000
+6.1%
15,820
-0.5%
1.30%
+3.6%
Q1 2019$2,556,000
+16.5%
15,898
+0.1%
1.26%
-6.8%
Q4 2018$2,194,00015,8761.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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