Sage Mountain Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sage Mountain Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$372,728
-5.4%
1,7900.0%0.05%
-8.9%
Q2 2023$394,063
+4.4%
1,7900.0%0.06%
-8.2%
Q1 2023$377,525
+3.9%
1,790
+0.4%
0.06%
-26.5%
Q4 2022$363,453
+9.1%
1,783
+0.5%
0.08%
-6.7%
Q3 2022$333,000
-16.8%
1,774
-12.7%
0.09%
+25.4%
Q2 2022$400,000
-4.8%
2,031
+15.0%
0.07%
+7.6%
Q1 2022$420,000
-9.9%
1,766
-3.5%
0.07%
+17.9%
Q4 2021$466,000
+796.2%
1,831
+728.5%
0.06%
+522.2%
Q2 2021$52,000
+100.0%
221
+75.4%
0.01%0.0%
Q4 2020$26,0001260.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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