Arkadios Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,487,286
+8.1%
35,955
+14.3%
0.71%
-11.8%
Q2 2023$6,925,898
+8.5%
31,458
+4.0%
0.80%
+5.9%
Q1 2023$6,380,956
+6.7%
30,253
+3.1%
0.76%
-4.2%
Q4 2022$5,979,892
+8.9%
29,341
+0.5%
0.79%
-4.7%
Q3 2022$5,490,000
+8.3%
29,204
+13.5%
0.83%
+10.3%
Q2 2022$5,070,000
-19.5%
25,740
-2.8%
0.75%
-8.6%
Q1 2022$6,298,000
-3.9%
26,480
+3.0%
0.82%
-5.0%
Q4 2021$6,553,000
+7.2%
25,721
-0.4%
0.87%
-1.5%
Q3 2021$6,113,000
+0.8%
25,819
+1.0%
0.88%
+19.2%
Q2 2021$6,065,000
+9.5%
25,555
+2.1%
0.74%
-19.0%
Q1 2021$5,539,000
+9.1%
25,027
+1.9%
0.91%
-14.4%
Q4 2020$5,076,000
+36.6%
24,551
+122655.0%
1.06%
+53150.0%
Q3 2020$3,717,000
+11.2%
200.0%0.00%0.0%
Q2 2020$3,342,000
+26.9%
200.0%0.00%0.0%
Q1 2020$2,633,000
-29.1%
200.0%0.00%0.0%
Q4 2019$3,712,000200.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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