Wealth Alliance - 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
Wealth Alliance ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,415,102
-7.3%
11,598
-2.0%
0.38%
-2.3%
Q2 2023$2,606,470
+3.5%
11,839
-0.9%
0.39%
-4.4%
Q1 2023$2,518,816
+3.2%
11,942
-0.3%
0.41%
-5.8%
Q4 2022$2,441,213
+6.6%
11,978
-1.7%
0.43%
-4.2%
Q3 2022$2,291,000
-5.7%
12,185
-1.2%
0.45%
-3.0%
Q2 2022$2,429,000
-16.5%
12,330
+0.8%
0.47%
-21.7%
Q1 2022$2,910,000
-7.1%
12,234
-0.4%
0.60%
-5.6%
Q4 2021$3,131,000
+6.6%
12,289
-0.9%
0.63%
-4.4%
Q3 2021$2,936,000
-0.0%
12,401
+0.2%
0.66%
-4.8%
Q2 2021$2,937,000
+4.7%
12,373
-2.3%
0.69%
-11.8%
Q1 2021$2,804,000
+13.3%
12,670
+5.9%
0.78%
+7.7%
Q4 2020$2,474,000
+16.3%
11,966
-0.8%
0.73%
-4.7%
Q3 2020$2,127,000
+15.3%
12,067
+7.2%
0.76%
+4.9%
Q2 2020$1,845,000
+56.6%
11,257
+25.8%
0.73%
+14.8%
Q1 2020$1,178,0008,9500.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders