Lokken Investment Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

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 Q1 2022
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