TriaGen Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
TriaGen Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,057,014
-2.6%
38,691
+2.9%
4.11%
+8.6%
Q2 2023$8,275,374
+8.6%
37,588
+4.0%
3.79%
-1.1%
Q1 2023$7,620,118
+6.2%
36,128
+2.7%
3.83%
-3.9%
Q4 2022$7,172,074
+10.6%
35,190
+2.0%
3.98%
+11.2%
Q3 2022$6,486,000
+26.0%
34,505
+32.0%
3.58%
-2.1%
Q2 2022$5,147,000
-13.8%
26,132
+4.1%
3.66%
+18.1%
Q1 2022$5,968,000
+2.2%
25,092
+9.5%
3.10%
+7.4%
Q4 2021$5,837,000
+9.2%
22,910
+1.5%
2.88%
-0.9%
Q3 2021$5,346,000
+2.1%
22,578
+3.6%
2.91%
+7.7%
Q2 2021$5,238,000
+21.3%
21,783
+11.7%
2.70%
+8.7%
Q1 2021$4,318,000
+20.9%
19,508
+13.0%
2.48%
+18.6%
Q4 2020$3,571,00017,2692.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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