Atlas Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

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Quarter-by-quarter ownership
Atlas Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,854,407
-0.1%
23,312
+5.6%
2.61%
+1.7%
Q2 2023$4,857,990
+23.0%
22,066
+17.8%
2.56%
+7.9%
Q1 2023$3,950,592
+8.0%
18,730
+4.4%
2.38%
+40.8%
Q4 2022$3,656,347
+13.8%
17,940
+5.0%
1.69%
-27.5%
Q3 2022$3,212,000
-1.6%
17,090
+3.2%
2.33%
+4.4%
Q2 2022$3,263,000
-17.0%
16,564
+0.3%
2.23%
-2.4%
Q1 2022$3,929,000
-3.2%
16,520
+3.7%
2.28%
+0.9%
Q4 2021$4,059,000
+9.2%
15,934
+1.5%
2.26%
-0.5%
Q3 2021$3,718,000
+4.5%
15,702
+4.7%
2.27%
+3.5%
Q2 2021$3,559,000
+19.3%
14,995
+11.3%
2.20%
+15.2%
Q1 2021$2,983,000
+349.2%
13,478
+319.6%
1.91%
+303.0%
Q4 2020$664,000
+1519.5%
3,212
+1266.8%
0.47%
+1378.1%
Q3 2020$41,000
+5.1%
2350.0%0.03%
+3.2%
Q2 2020$39,000
+25.8%
2350.0%0.03%
+6.9%
Q1 2020$31,000
-26.2%
2350.0%0.03%
-9.4%
Q4 2019$42,000–235–0.03%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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