Wells Financial Advisors INC - 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
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 Q4 2021
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