Wells Financial Advisors INC - 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
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 2023
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