WEBSTERROGERS FINANCIAL 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
WEBSTERROGERS FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,212,584
-34.3%
10,625
-30.6%
0.97%
-33.7%
Q2 2023$3,369,329
-12.1%
15,304
-15.8%
1.47%
-16.8%
Q1 2023$3,834,492
+12.7%
18,180
+8.9%
1.76%
+7.1%
Q4 2022$3,401,32116,6891.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders