Foster Victor Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
Foster Victor Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q3 2021
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