Golden State Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$690,000
-1.8%
2,900
+5.1%
0.14%
+11.6%
Q4 2021$703,000
+10.0%
2,758
+2.3%
0.12%
-12.9%
Q3 2021$639,000
-0.2%
2,6970.0%0.14%
-1.4%
Q2 2021$640,000
-6.3%
2,697
-12.7%
0.14%
-37.3%
Q1 2021$683,000
+25.6%
3,089
+17.3%
0.22%
+42.4%
Q4 2020$544,000
+39.5%
2,633
+18.9%
0.16%
+21.5%
Q3 2020$390,000
-9.5%
2,214
-25.5%
0.13%
+17.1%
Q2 2020$431,000
+77.4%
2,971
+60.9%
0.11%
+3.7%
Q1 2020$243,000
-29.8%
1,847
-10.6%
0.11%
-6.1%
Q3 2019$346,000
+18.5%
2,066
+18.0%
0.11%
+22.6%
Q2 2019$292,000
-4.6%
1,751
-7.9%
0.09%
-8.8%
Q1 2019$306,0001,9010.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders