Lokken Investment Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Lokken Investment Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,202,463
+0.2%
20,181
+5.9%
2.76%
+0.8%
Q2 2023$4,194,422
+9.8%
19,052
+5.2%
2.73%
-5.8%
Q1 2023$3,820,717
-9.2%
18,115
-12.3%
2.90%
-12.6%
Q4 2022$4,207,879
+10.6%
20,646
+2.0%
3.32%
+1.3%
Q3 2022$3,804,000
-4.9%
20,234
-0.3%
3.28%
+1.2%
Q2 2022$3,998,000
-9.4%
20,297
+0.6%
3.24%
-7.5%
Q1 2022$4,413,000
-25.2%
20,174
-12.9%
3.50%
-16.8%
Q4 2021$5,903,000
+7.4%
23,171
-0.2%
4.21%
-3.4%
Q3 2021$5,498,000
+1.8%
23,224
+2.0%
4.36%
-0.7%
Q2 2021$5,402,000
+5.4%
22,758
-1.7%
4.39%
-3.0%
Q1 2021$5,125,000
-6.0%
23,153
-12.2%
4.52%
-9.2%
Q4 2020$5,455,000
+6.4%
26,383
+14.0%
4.98%
+10.1%
Q1 2012$5,125,00023,1534.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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