Levy Wealth Management Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 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
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 Q3 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders