TL Private Wealth - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
TL Private Wealth ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$24,685,931
-6.6%
118,648
-0.7%
14.14%
-3.7%
Q2 2023$26,427,751
+4.9%
119,507
+0.1%
14.69%
+2.9%
Q1 2023$25,192,074
+3.0%
119,439
+1.8%
14.27%
+0.1%
Q4 2022$24,455,866
+9.5%
117,294
+0.1%
14.26%
+2.9%
Q3 2022$22,325,000
-3.2%
117,203
+1.0%
13.86%
+3.1%
Q2 2022$23,062,000
-13.2%
116,040
+1.7%
13.44%
-4.4%
Q1 2022$26,582,000
+7.6%
114,128
+5.2%
14.06%
+0.5%
Q4 2021$24,709,000
-10.2%
108,479
-0.4%
13.99%
-6.9%
Q3 2021$27,501,000
+9.8%
108,927
+3.2%
15.03%
+2.9%
Q2 2021$25,044,000
+6.5%
105,515
+2.3%
14.61%
+1.3%
Q1 2021$23,516,000
+2.8%
103,179
-2.8%
14.42%
-0.3%
Q4 2020$22,882,000
+15.2%
106,132
-0.0%
14.47%
+4.1%
Q3 2020$19,857,000
+16.6%
106,172
+7.7%
13.90%
+1.9%
Q2 2020$17,029,000
+7.7%
98,573
-7.6%
13.64%
-5.1%
Q1 2020$15,807,000
-1.5%
106,690
+21.6%
14.36%
+3.4%
Q4 2019$16,054,00087,76213.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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