Cypress Point Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,491 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
Cypress Point Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$922,644
-3.4%
3,811
-0.3%
0.44%
-10.6%
Q1 2024$954,716
-30.1%
3,821
-35.0%
0.49%
-51.8%
Q4 2023$1,366,655
+12.0%
5,875
+0.3%
1.02%
-5.3%
Q3 2023$1,220,092
-5.2%
5,859
+0.2%
1.07%
-21.8%
Q2 2023$1,286,772
+4.6%
5,845
+0.3%
1.37%
-20.9%
Q1 2023$1,229,750
-5.1%
5,830
-8.3%
1.73%
-14.7%
Q4 2022$1,296,092
+25.6%
6,359
+15.8%
2.03%
+6.0%
Q3 2022$1,032,000
-4.3%
5,489
+0.3%
1.92%
+1.4%
Q2 2022$1,078,000
-25.6%
5,472
-10.1%
1.89%
+28.6%
Q1 2022$1,448,000
-6.3%
6,086
+0.3%
1.47%
+2.7%
Q4 2021$1,546,000
-49.3%
6,068
-52.9%
1.43%
+31.8%
Q3 2021$3,048,000
+100.5%
12,874
+101.0%
1.09%
+0.6%
Q2 2021$1,520,000
-5.5%
6,405
-11.9%
1.08%
-35.5%
Q1 2021$1,609,000
+7.2%
7,270
+0.2%
1.68%
-26.6%
Q4 2020$1,501,0007,2572.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders