StrongBox Wealth, LLC - 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
StrongBox Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$1,802,029
+14.5%
7,746
+2.5%
1.05%
+5.0%
Q3 2023$1,573,461
-3.3%
7,556
+2.2%
1.00%
-2.3%
Q2 2023$1,626,982
+7.2%
7,390
+2.7%
1.03%
+0.7%
Q1 2023$1,518,413
+5.5%
7,199
+2.0%
1.02%
+0.1%
Q4 2022$1,438,899
+14.2%
7,060
+5.3%
1.02%
+11.5%
Q3 2022$1,260,000
-18.3%
6,705
-14.4%
0.91%
-8.4%
Q2 2022$1,543,000
-46.5%
7,834
-35.4%
1.00%
-39.4%
Q1 2022$2,884,000
-12.2%
12,125
-5.9%
1.64%
+0.2%
Q4 2021$3,284,000
+10.8%
12,889
+3.0%
1.64%
-1.4%
Q3 2021$2,964,000
-2.0%
12,519
-1.7%
1.66%
-4.0%
Q2 2021$3,023,000
-2.4%
12,735
-9.0%
1.73%
-9.7%
Q1 2021$3,096,000
+20.7%
13,989
+12.8%
1.92%
+15.5%
Q4 2020$2,564,000
+27.2%
12,398
+8.4%
1.66%
+12.5%
Q3 2020$2,015,000
+141.6%
11,434
+124.7%
1.48%
+94.2%
Q2 2020$834,0005,0890.76%
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