CAROLINAS WEALTH CONSULTING LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$489,103
-9.9%
2,4650.0%0.12%
+13.0%
Q2 2023$542,707
+5.0%
2,465
+0.6%
0.11%
-1.8%
Q1 2023$516,806
-4.9%
2,450
-8.1%
0.11%
-10.6%
Q4 2022$543,599
+8.5%
2,667
+0.0%
0.12%
-3.1%
Q3 2022$501,000
-5.1%
2,666
-0.5%
0.13%
-3.1%
Q2 2022$528,000
-17.1%
2,6800.0%0.13%
-7.1%
Q1 2022$637,000
-6.7%
2,680
+0.0%
0.14%
-5.4%
Q4 2021$683,000
+5.7%
2,679
-1.8%
0.15%
-0.7%
Q3 2021$646,000
-0.5%
2,729
-0.2%
0.15%
+4.9%
Q2 2021$649,000
+7.3%
2,7350.0%0.14%
-2.7%
Q1 2021$605,000
+7.1%
2,7350.0%0.15%
-3.3%
Q4 2020$565,000
+1053.1%
2,735
+880.3%
0.15%
+850.0%
Q3 2020$49,000
+6.5%
2790.0%0.02%
-11.1%
Q2 2020$46,000
+24.3%
279
+0.4%
0.02%
-10.0%
Q1 2020$37,0002780.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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