Texas Capital Bank Wealth Management Services Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
Texas Capital Bank Wealth Management Services Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,192,434
-0.9%
34,539
+4.7%
0.91%
+16.6%
Q2 2023$7,259,793
-8.0%
32,975
-11.9%
0.78%
-14.8%
Q1 2023$7,891,361
+3.4%
37,414
-0.0%
0.91%
-1.6%
Q4 2022$7,628,404
+81.1%
37,429
+67.1%
0.93%
+71.1%
Q3 2022$4,212,000
-9.4%
22,404
-5.1%
0.54%
+0.6%
Q2 2022$4,648,000
-15.2%
23,597
+2.4%
0.54%
+8.0%
Q1 2022$5,482,000
-5.2%
23,051
+1.5%
0.50%
-0.2%
Q4 2021$5,784,000
+7.0%
22,704
-0.6%
0.50%
-9.6%
Q3 2021$5,407,000
-1.5%
22,836
-1.3%
0.55%
-19.4%
Q2 2021$5,490,000
+10.0%
23,131
+2.6%
0.69%
-3.5%
Q1 2021$4,989,000
+7.6%
22,539
+0.6%
0.71%
+4.4%
Q4 2020$4,635,000
+13.8%
22,415
-3.0%
0.68%
+2.7%
Q3 2020$4,072,000
+7.3%
23,101
-0.2%
0.66%
-21.8%
Q2 2020$3,794,000
+56.0%
23,147
+25.3%
0.85%
+22.3%
Q1 2020$2,432,000
+10.2%
18,475
+49.2%
0.69%
+42.5%
Q4 2019$2,206,00012,3800.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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