TruWealth Advisors, 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
TruWealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q3 2023
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