CALIBER 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
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 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