Edge Capital Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
Edge Capital Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,798,783
-9.3%
8,638
-4.1%
0.12%
+2.6%
Q2 2023$1,983,094
+4.7%
9,008
+0.3%
0.11%
-2.6%
Q1 2023$1,893,429
+6.4%
8,977
+2.8%
0.12%
-5.6%
Q4 2022$1,779,567
+47.6%
8,731
+36.0%
0.12%
+25.3%
Q3 2022$1,206,000
-24.0%
6,418
-20.3%
0.10%
-27.7%
Q2 2022$1,586,000
-0.9%
8,052
+19.7%
0.14%
+24.5%
Q1 2022$1,600,000
-9.7%
6,729
-3.2%
0.11%
-12.7%
Q4 2021$1,771,000
-5.6%
6,952
-12.3%
0.13%
-15.4%
Q3 2021$1,877,000
+17.2%
7,927
+17.5%
0.15%
+16.4%
Q2 2021$1,602,000
+5.3%
6,748
-1.8%
0.13%
+0.8%
Q1 2021$1,521,000
-3.9%
6,873
-10.2%
0.13%
-4.5%
Q4 2020$1,582,000
+17.6%
7,651
+0.3%
0.13%
-0.7%
Q3 2020$1,345,000
+16.6%
7,631
+8.4%
0.13%
+10.7%
Q2 2020$1,154,000
+37.4%
7,040
+10.3%
0.12%
+21.0%
Q1 2020$840,000
-25.8%
6,380
+0.4%
0.10%
-9.1%
Q4 2019$1,132,000
+6.8%
6,353
+0.4%
0.11%
+2.8%
Q3 2019$1,060,000
+5.8%
6,326
+5.5%
0.11%
+11.5%
Q2 2019$1,002,000
+0.1%
5,994
-3.8%
0.10%
-3.0%
Q1 2019$1,001,000
+16.3%
6,228
-0.1%
0.10%
+6.5%
Q4 2018$861,0006,2340.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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