Wells Financial Advisors INC - 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
Wells Financial Advisors INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,512,050
-5.4%
36,074
+0.1%
5.84%
-2.5%
Q2 2023$7,936,768
+3.1%
36,050
-1.2%
5.99%
-2.3%
Q1 2023$7,697,104
+2.6%
36,493
-0.9%
6.13%
-1.3%
Q4 2022$7,503,265
-0.8%
36,815
-8.5%
6.21%
-15.2%
Q3 2022$7,565,000
-8.4%
40,241
-4.1%
7.33%
-1.8%
Q2 2022$8,261,000
-17.3%
41,941
-0.2%
7.46%
-10.6%
Q1 2022$9,995,000
-5.7%
42,024
+1.0%
8.34%
-1.3%
Q4 2021$10,598,000
+13.4%
41,600
+5.4%
8.45%
+7.1%
Q3 2021$9,344,000
+0.8%
39,467
+1.0%
7.89%
+0.9%
Q2 2021$9,270,000
+7.2%
39,057
-0.0%
7.82%
+0.8%
Q1 2021$8,647,000
+326.0%
39,065
+298.0%
7.76%
+347.0%
Q4 2020$2,030,0009,8161.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders