SAX WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,271,204
-9.8%
6,105
-4.6%
0.25%
-11.0%
Q2 2023$1,409,373
+4.5%
6,402
+0.1%
0.28%
-4.1%
Q1 2023$1,348,364
+3.5%
6,393
+0.1%
0.29%
-2.7%
Q4 2022$1,302,144
-14.9%
6,389
-21.5%
0.30%
-23.6%
Q3 2022$1,530,000
-4.5%
8,140
+0.1%
0.39%
-3.2%
Q2 2022$1,602,000
-5.7%
8,135
+14.0%
0.41%
-1.0%
Q1 2022$1,698,000
-16.8%
7,139
-10.9%
0.41%
-3.3%
Q4 2021$2,041,000
+10.7%
8,011
+2.8%
0.42%
-3.0%
Q3 2021$1,844,000
-0.3%
7,7900.0%0.44%
-30.9%
Q2 2021$1,849,000
-47.8%
7,790
-51.4%
0.63%
-51.1%
Q1 2021$3,545,000
+134.9%
16,014
+119.4%
1.30%
+86.9%
Q4 2020$1,509,0007,2980.69%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders