Carolina Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 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 Q1 2023
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