Concord Wealth Partners - 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
Concord Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$63,155
-2.2%
303
+3.4%
0.01%
-7.1%
Q2 2023$64,548
+4.8%
293
+0.3%
0.01%
-17.6%
Q1 2023$61,607
-8.4%
292
-11.5%
0.02%
-15.0%
Q4 2022$67,256
+64.0%
330
+57.9%
0.02%
+81.8%
Q2 2022$41,000
-14.6%
209
+4.0%
0.01%
-8.3%
Q1 2022$48,000
-5.9%
201
+0.5%
0.01%0.0%
Q4 2021$51,000
+628.6%
200
+545.2%
0.01%
+300.0%
Q3 2021$7,000
-22.2%
31
-13.9%
0.00%0.0%
Q2 2021$9,000
+12.5%
360.0%0.00%0.0%
Q1 2021$8,000
+14.3%
360.0%0.00%
-40.0%
Q4 2020$7,000360.01%
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