SAGE RHINO CAPITAL LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
SAGE RHINO CAPITAL LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,454,427
-3.9%
64,610
+1.6%
3.78%
-3.1%
Q2 2023$14,001,247
+5.9%
63,596
+1.5%
3.90%
+1.2%
Q1 2023$13,215,272
+1.1%
62,655
-2.3%
3.85%
-7.2%
Q4 2022$13,068,557
+11.7%
64,121
+3.0%
4.15%
-11.6%
Q3 2022$11,701,000
+0.4%
62,244
+5.2%
4.70%
+5.5%
Q2 2022$11,655,000
-13.0%
59,172
+5.1%
4.46%
+9.7%
Q1 2022$13,396,000
-2.8%
56,324
+4.1%
4.06%
+5.2%
Q4 2021$13,786,000
+6.8%
54,111
-0.8%
3.86%
-1.6%
Q3 2021$12,911,000
-1.8%
54,530
-1.5%
3.92%
+1.1%
Q2 2021$13,144,000
+12.7%
55,379
+5.1%
3.88%
+1.3%
Q1 2021$11,660,000
+11.7%
52,680
+4.4%
3.83%
-7.1%
Q4 2020$10,437,000
+17.9%
50,477
+0.5%
4.12%
-3.6%
Q3 2020$8,851,000
+8.4%
50,216
+0.8%
4.28%
-0.7%
Q2 2020$8,164,000
+25.0%
49,805
+0.4%
4.31%
-8.1%
Q1 2020$6,529,000
-27.9%
49,596
-1.7%
4.69%
-9.0%
Q4 2019$9,053,000
+7.4%
50,459
+0.3%
5.15%
-2.6%
Q3 2019$8,429,000
+0.6%
50,294
+0.4%
5.29%
-1.6%
Q2 2019$8,377,000
+2.9%
50,115
-1.0%
5.38%
-0.0%
Q1 2019$8,138,00050,6235.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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