Foster Victor Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,219 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Foster Victor Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,435,347
-0.2%
17,501
-4.0%
0.37%
-8.6%
Q1 2024$4,444,437
+1.4%
18,238
-3.9%
0.41%
-9.6%
Q4 2023$4,383,115
+10.8%
18,973
-1.0%
0.45%
-2.6%
Q3 2023$3,955,508
-17.5%
19,162
-12.1%
0.46%
-13.5%
Q2 2023$4,793,418
+5.3%
21,805
-0.2%
0.53%
-3.4%
Q1 2023$4,552,113
-79.3%
21,858
-79.4%
0.55%
-80.3%
Q4 2022$21,998,837
+4.8%
105,871
-0.3%
2.80%
-8.5%
Q3 2022$20,982,000
-1.5%
106,229
-0.4%
3.06%
-3.5%
Q2 2022$21,308,000
-14.7%
106,689
+0.3%
3.17%
-7.4%
Q1 2022$24,994,000
+1.2%
106,357
+6.8%
3.42%
+1.8%
Q4 2021$24,691,000
+1.5%
99,584
-3.0%
3.36%
-13.6%
Q3 2021$24,317,000
-2.0%
102,706
-1.8%
3.89%
-6.1%
Q2 2021$24,815,000
+1.5%
104,550
-2.3%
4.14%
-8.9%
Q1 2021$24,446,000
+8.0%
106,965
-2.2%
4.55%
-11.8%
Q4 2020$22,626,000
+13.8%
109,426
-3.0%
5.16%
-4.4%
Q3 2020$19,884,000
+16.6%
112,812
+8.4%
5.39%
-4.7%
Q2 2020$17,060,000104,0845.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders