Monterey Private Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$574,629
-5.9%
2,759
-0.5%
0.29%
-2.4%
Q2 2023$610,452
+10.6%
2,773
+5.9%
0.30%
+4.2%
Q1 2023$552,193
+28.2%
2,618
+23.8%
0.28%
+21.9%
Q4 2022$430,845
+4.1%
2,114
-3.2%
0.23%
-6.0%
Q3 2022$414,000
-9.0%
2,185
-5.3%
0.25%
-4.6%
Q2 2022$455,000
-20.5%
2,308
-48.9%
0.26%
-5.8%
Q1 2022$572,000
+1.4%
4,520
+104.3%
0.28%
-1.1%
Q4 2021$564,000
+18.5%
2,212
+11.0%
0.28%
+4.5%
Q3 2021$476,000
+38.0%
1,992
+37.2%
0.27%
+34.8%
Q2 2021$345,000
+1.8%
1,452
+0.3%
0.20%
+5.9%
Q1 2021$339,000
+48.7%
1,448
+31.2%
0.19%
+42.7%
Q4 2020$228,0001,1040.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 1,226,387$201,017,00017.64%
Axiom Financial Strategies, LLC 130,418$21,377,00013.93%
TL Private Wealth 98,573$17,029,00013.64%
SEARCY FINANCIAL SERVICES INC /ADV 88,450$14,498,00012.08%
Riverpoint Wealth Management Holdings, LLC 175,195$28,716,00011.21%
MFA WEALTH ADVISORS, LLC 101,048$16,562,780,00010.70%
Northwest Quadrant Wealth Management, LLC 154,604$24,942,00010.51%
McIlrath & Eck, LLC 124,419$20,394,0009.45%
B & T Capital Management DBA Alpha Capital Management 168,142$27,560,0009.43%
Paracle Advisors, LLC 245,074$40,170,0009.36%
View complete list of VANGUARD INDEX FDS shareholders