TruWealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,602 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$6,810,581
-37.0%
28,131
-35.0%
0.45%
-39.9%
Q1 2024$10,810,305
+7.7%
43,265
+0.3%
0.75%
-1.6%
Q4 2023$10,036,689
+10.9%
43,143
-0.7%
0.77%
-1.5%
Q3 2023$9,051,312
-4.8%
43,466
+0.6%
0.78%
-4.7%
Q2 2023$9,509,431
+5.5%
43,193
+1.1%
0.82%
-1.2%
Q1 2023$9,015,105
+8.3%
42,742
+4.7%
0.83%
+1.7%
Q4 2022$8,321,012
+12.0%
40,827
+3.3%
0.81%
+3.3%
Q3 2022$7,428,000
+2.5%
39,515
+7.4%
0.79%
+1.2%
Q2 2022$7,247,000
-12.9%
36,795
+5.2%
0.78%
-10.2%
Q1 2022$8,317,00034,9690.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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