LAKE STREET PRIVATE WEALTH, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$239,771
-12.7%
1,148
-8.0%
0.04%
-10.4%
Q2 2023$274,760
+1.9%
1,248
-2.4%
0.05%
-4.0%
Q1 2023$269,767
+2.8%
1,279
-0.6%
0.05%
-7.4%
Q4 2022$262,303
+5.3%
1,287
-2.7%
0.05%
-5.3%
Q3 2022$249,000
-4.6%
1,3230.0%0.06%
+3.6%
Q2 2022$261,000
-27.9%
1,323
-13.1%
0.06%
-15.4%
Q1 2022$362,000
-10.8%
1,522
-4.6%
0.06%
-8.5%
Q4 2021$406,0001,5950.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders