Accretive Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
Accretive Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$269,254
-7.0%
1,293
-1.7%
0.16%
-6.4%
Q2 2023$289,510
+4.4%
1,3150.0%0.17%
-2.8%
Q1 2023$277,360
+3.5%
1,3150.0%0.18%
-3.8%
Q4 2022$268,010
+8.5%
1,3150.0%0.18%
-2.1%
Q3 2022$247,000
-4.6%
1,3150.0%0.19%0.0%
Q2 2022$259,000
+14.6%
1,315
+38.1%
0.19%
+32.4%
Q1 2022$226,000
-7.0%
9520.0%0.14%
-8.4%
Q4 2021$243,000
+8.0%
9520.0%0.16%
-2.5%
Q3 2021$225,000
-14.8%
952
-14.4%
0.16%
-16.3%
Q2 2021$264,0001,1120.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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