Atlas Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.

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$42,0002350.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders