Avion Wealth - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
Avion Wealth ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,269
-2.4%
44,519
+3.2%
2.65%
+6.4%
Q2 2023$9,495
+4.4%
43,133
-3.4%
2.49%
+0.2%
Q1 2023$9,096
+4.7%
44,634
-3.4%
2.48%
-8.2%
Q4 2022$8,688
-99.9%
46,2220.0%2.70%
+0.1%
Q3 2022$8,689,000
-5.2%
46,222
-0.7%
2.70%
-5.0%
Q2 2022$9,167,000
-18.0%
46,538
-1.0%
2.84%
-11.6%
Q1 2022$11,184,000
-9.0%
47,024
-2.5%
3.22%
-7.4%
Q4 2021$12,288,000
+5.5%
48,232
-2.0%
3.48%
-1.6%
Q3 2021$11,647,000
-0.9%
49,193
-0.7%
3.53%
-1.3%
Q2 2021$11,755,000
+7.9%
49,525
+0.6%
3.58%
-5.9%
Q1 2021$10,893,000
+10.8%
49,215
+3.5%
3.81%
+23.1%
Q4 2020$9,828,000
+45.3%
47,529
+23.9%
3.09%
+35.9%
Q3 2020$6,762,000
+53.3%
38,363
+42.5%
2.27%
+48.1%
Q2 2020$4,412,00026,9181.54%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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