Carolina Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
Carolina Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$416
-84.3%
2
-83.3%
0.00%
-100.0%
Q2 2023$2,642
+65950.0%
12
-40.0%
0.00%
-33.3%
Q4 2022$4
-99.9%
200.0%0.00%0.0%
Q3 2022$4,0000.0%200.0%0.00%0.0%
Q2 2022$4,000
-20.0%
200.0%0.00%0.0%
Q1 2022$5,0000.0%200.0%0.00%0.0%
Q4 2021$5,0000.0%200.0%0.00%0.0%
Q3 2021$5,0000.0%200.0%0.00%0.0%
Q2 2021$5,000
+25.0%
200.0%0.00%0.0%
Q1 2021$4,0000.0%200.0%0.00%0.0%
Q4 2020$4,0000.0%200.0%0.00%
-25.0%
Q3 2020$4,000
+33.3%
200.0%0.00%
+33.3%
Q2 2020$3,0000.0%200.0%0.00%0.0%
Q1 2020$3,000
-81.2%
20
-77.0%
0.00%
-80.0%
Q4 2019$16,000870.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders