Element Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$261,538
-5.4%
1,256
+0.1%
0.19%
-1.6%
Q2 2023$276,340
+4.4%
1,255
+0.1%
0.19%
-2.5%
Q1 2023$264,577
-0.5%
1,254
-3.9%
0.20%
-9.2%
Q4 2022$265,896
+12.7%
1,305
+4.1%
0.22%
-0.5%
Q3 2022$236,000
-4.5%
1,254
+0.2%
0.22%
-11.4%
Q2 2022$247,000
-17.1%
1,2520.0%0.25%
+2.5%
Q1 2022$298,000
-7.7%
1,252
-1.1%
0.24%
-1.6%
Q4 2021$323,000
+37.4%
1,266
+27.7%
0.24%
+30.5%
Q3 2021$235,0000.0%9910.0%0.19%
+2.2%
Q2 2021$235,000
+7.3%
991
+0.1%
0.18%
+0.5%
Q1 2021$219,000
+6.8%
9900.0%0.18%
-4.2%
Q4 2020$205,000
+17.8%
9900.0%0.19%
+2.2%
Q3 2020$174,000
+7.4%
9900.0%0.19%0.0%
Q2 2020$162,000
+55.8%
990
+25.3%
0.19%
+29.2%
Q1 2020$104,000
-29.7%
790
-5.2%
0.14%
-5.3%
Q4 2019$148,0008330.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders