CALIBER WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
CALIBER WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,313,733
-4.0%
25,517
+1.4%
3.57%
-3.7%
Q2 2023$5,537,783
+7.9%
25,153
+3.3%
3.71%
-3.5%
Q1 2023$5,134,429
+12.4%
24,343
+8.6%
3.84%
+10.1%
Q4 2022$4,567,986
+6.0%
22,413
-2.3%
3.49%
+2.6%
Q3 2022$4,310,000
+1.2%
22,929
+6.1%
3.40%
+2.7%
Q2 2022$4,257,000
-12.0%
21,613
+6.3%
3.31%
+7.3%
Q1 2022$4,836,000
+19.8%
20,333
+23.0%
3.09%
+10.6%
Q4 2021$4,037,000
+23.8%
16,537
+26.0%
2.79%
+21.3%
Q3 2021$3,262,000
+8.7%
13,127
+3.9%
2.30%
+8.2%
Q2 2021$3,000,000
+74.5%
12,640
+62.8%
2.12%
+70.3%
Q1 2021$1,719,000
+12.5%
7,766
+5.1%
1.25%
-16.7%
Q4 2020$1,528,0007,3911.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders