Marcum Wealth, 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
Marcum Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,503,075
-6.9%
16,822
-1.5%
0.42%
-4.5%
Q2 2023$3,761,279
+6.3%
17,084
+1.8%
0.44%
-0.2%
Q1 2023$3,538,668
+4.0%
16,777
+0.5%
0.44%
-2.0%
Q4 2022$3,403,749
+16.2%
16,701
+7.2%
0.45%
+1.6%
Q3 2022$2,929,000
-6.0%
15,582
-1.5%
0.44%
-4.9%
Q2 2022$3,117,000
-16.2%
15,827
+1.2%
0.47%
-9.0%
Q1 2022$3,720,000
-10.7%
15,641
-4.3%
0.51%
-11.4%
Q4 2021$4,166,000
+4.2%
16,350
-3.2%
0.58%
-7.8%
Q3 2021$3,997,000
+114.5%
16,882
+115.1%
0.63%
+107.9%
Q2 2021$1,863,000
+1.4%
7,848
-5.5%
0.30%
-0.3%
Q1 2021$1,838,000
-0.3%
8,304
-6.9%
0.30%
-30.0%
Q4 2020$1,844,000
+1.3%
8,918
-13.6%
0.43%
-22.4%
Q3 2020$1,820,000
-13.1%
10,324
-19.2%
0.56%
-13.4%
Q2 2020$2,094,000
+403.4%
12,772
+304.4%
0.64%
+300.0%
Q1 2020$416,000
-14.4%
3,158
+15.8%
0.16%
-11.5%
Q4 2019$486,0002,7280.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders