Cypress Point Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Cypress Point Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders