StrongBox Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 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 Q2 2022
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders