BAKER TILLY WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 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
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$898,587
-5.2%
4,315
+0.2%
0.15%
+48.0%
Q2 2023$948,240
+15.7%
4,307
+10.8%
0.10%
+8.7%
Q1 2023$819,842
+154.9%
3,887
+146.3%
0.09%
+130.0%
Q4 2022$321,631
+45.5%
1,578
+34.4%
0.04%
+33.3%
Q3 2022$221,000
-0.5%
1,174
+4.0%
0.03%
+3.4%
Q2 2022$222,000
-55.9%
1,129
-46.6%
0.03%
-48.2%
Q1 2022$503,000
+33.4%
2,116
+42.9%
0.06%
+40.0%
Q4 2021$377,000
+14.2%
1,481
+6.3%
0.04%
-9.1%
Q3 2021$330,000
+27.9%
1,393
+11.7%
0.04%
-45.0%
Q4 2020$258,0001,2470.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders