Levy Wealth Management 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
Levy Wealth Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$350,368
-12.4%
1,683
-7.4%
0.11%
-7.6%
Q2 2023$399,987
+14.2%
1,817
+9.5%
0.12%
+9.3%
Q1 2023$350,126
+13.5%
1,660
+9.6%
0.11%
+4.9%
Q4 2022$308,542
-80.6%
1,514
-81.2%
0.10%
-85.8%
Q2 2022$1,587,000
-42.4%
8,059
-30.5%
0.73%
-36.6%
Q1 2022$2,757,000
-2.4%
11,593
+4.5%
1.14%
-10.8%
Q4 2021$2,825,000
+4.9%
11,090
-2.5%
1.28%
-13.1%
Q3 2021$2,692,000
+3.0%
11,369
+3.2%
1.48%
-1.7%
Q2 2021$2,614,000
+16.9%
11,013
+9.0%
1.50%
+2.2%
Q1 2021$2,237,000
+42.2%
10,105
+32.8%
1.47%
+31.9%
Q4 2020$1,573,0007,6071.12%
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