Atlas Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 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
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 Q3 2023
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