Live Oak Private Wealth 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
Live Oak Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$455,400
-15.7%
2,187
-10.8%
0.10%
-9.3%
Q2 2023$540,006
+27.0%
2,453
+21.6%
0.11%
+21.6%
Q1 2023$425,357
+61.8%
2,017
+56.4%
0.09%
+63.0%
Q4 2022$262,827
+8.6%
1,290
+0.1%
0.05%0.0%
Q3 2022$242,000
-11.0%
1,289
-6.8%
0.05%
-5.3%
Q2 2022$272,0001,3830.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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