Tolleson Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,794 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$244
-2.8%
1,0040.0%0.05%
-2.0%
Q1 2024$251
-1.2%
1,004
-8.0%
0.05%
-5.8%
Q4 2023$254
+21.5%
1,091
+8.7%
0.05%
+4.0%
Q3 2023$209
-18.4%
1,004
-13.7%
0.05%
-19.4%
Q2 2023$256
+4.1%
1,1640.0%0.06%
-3.1%
Q1 2023$246
+3.8%
1,1640.0%0.06%0.0%
Q4 2022$237
-99.9%
1,1640.0%0.06%
-3.0%
Q3 2022$219,000
-4.4%
1,1640.0%0.07%
+1.5%
Q2 2022$229,000
-17.3%
1,1640.0%0.06%
-20.7%
Q1 2022$277,0001,1640.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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