LIBERTY 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$129,000
+115.0%
546
-12.4%
0.05%
+100.0%
Q2 2021$60,000
-6.2%
623
+101.0%
0.02%
-25.8%
Q1 2021$64,0000.0%3100.0%0.03%0.0%
Q4 2020$64,000
+16.4%
3100.0%0.03%
-3.1%
Q3 2020$55,000
-8.3%
310
-14.8%
0.03%
-23.8%
Q2 2020$60,000
+53.8%
364
+23.8%
0.04%
+23.5%
Q1 2020$39,000
-69.5%
294
-59.1%
0.03%
-66.3%
Q4 2019$128,000
+45.5%
718
+37.0%
0.10%
+21.7%
Q3 2019$88,000
-20.0%
524
-20.1%
0.08%
-13.5%
Q2 2019$110,000
+41.0%
656
+34.2%
0.10%
+62.7%
Q1 2019$78,000
+16.4%
4890.0%0.06%
+18.0%
Q4 2018$67,0004890.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders