EVOKE WEALTH, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,972,545
+223.2%
28,673
+241.5%
0.21%
+228.1%
Q2 2023$1,848,135
+15.8%
8,395
+10.9%
0.06%
+10.3%
Q1 2023$1,596,611
-3.0%
7,570
-6.3%
0.06%
-3.3%
Q4 2022$1,646,173
+3.9%
8,077
-4.2%
0.06%
-6.2%
Q3 2022$1,585,000
-4.1%
8,432
+0.5%
0.06%
+4.9%
Q2 2022$1,653,000
+389.1%
8,393
+491.1%
0.06%
+454.5%
Q1 2022$338,000
-6.6%
1,4200.0%0.01%0.0%
Q4 2021$362,000
+7.7%
1,4200.0%0.01%
-15.4%
Q3 2021$336,000
-0.3%
1,4200.0%0.01%0.0%
Q2 2021$337,000
+7.3%
1,4200.0%0.01%
-7.1%
Q1 2021$314,000
+4.0%
1,420
-2.7%
0.01%
-30.0%
Q4 2020$302,000
+20.8%
1,460
+2.8%
0.02%0.0%
Q3 2020$250,000
+7.3%
1,4200.0%0.02%
-13.0%
Q2 2020$233,000
-99.9%
1,4200.0%0.02%
-14.8%
Q1 2020$186,943,000
-21.4%
1,4200.0%0.03%
-6.9%
Q3 2019$237,992,0001,4200.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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