KMG FIDUCIARY PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
KMG FIDUCIARY PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,039,252
-5.5%
43,408
-0.1%
1.19%
-3.6%
Q2 2023$9,564,557
+13.3%
43,444
+8.6%
1.24%
+2.3%
Q1 2023$8,438,389
+146.7%
40,008
+138.4%
1.21%
+115.3%
Q4 2022$3,420,134
+668.6%
16,781
+608.7%
0.56%
+553.5%
Q3 2022$445,000
-4.7%
2,368
-0.1%
0.09%
-1.1%
Q2 2022$467,000
-17.2%
2,370
+0.0%
0.09%
-3.3%
Q1 2022$564,000
-7.5%
2,369
-1.0%
0.09%
-4.3%
Q4 2021$610,000
+8.7%
2,393
+1.0%
0.09%
-1.1%
Q3 2021$561,000
-0.2%
2,3690.0%0.10%
-4.0%
Q2 2021$562,000
+8.1%
2,369
+0.8%
0.10%
-2.0%
Q1 2021$520,000
-7.1%
2,351
-13.7%
0.10%
-14.4%
Q4 2020$560,000
+12.9%
2,723
-3.2%
0.12%
-4.1%
Q3 2020$496,000
+5.1%
2,813
-2.4%
0.12%
-6.1%
Q2 2020$472,000
-82.5%
2,882
-85.9%
0.13%
-85.0%
Q1 2020$2,695,00020,4710.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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