Monterey Private Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,633 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$723,521
-7.9%
2,989
-5.0%
0.27%
-14.6%
Q1 2024$786,003
+30.0%
3,146
+21.0%
0.32%
+15.8%
Q4 2023$604,759
+5.2%
2,600
-5.8%
0.27%
-5.5%
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 2023
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 994,940$177,278,00017.25%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 126,697$22,585,00016.77%
TL Private Wealth 87,762$16,054,00013.88%
Riverpoint Wealth Management Holdings, LLC 185,788$33,104,00013.14%
Cornerstone Advisors, Inc. 567,745$101,161,00012.26%
Paracle Advisors, LLC 282,318$50,303,00011.71%
SEARCY FINANCIAL SERVICES INC /ADV 86,657$15,440,00011.08%
Northwest Quadrant Wealth Management, LLC 130,644$23,175,0009.56%
McIlrath & Eck, LLC 110,194$19,634,0009.42%
Nadler Financial Group, Inc. 207,285$36,934,0009.12%
View complete list of VANGUARD INDEX FDS shareholders