Sovereign Financial Group, 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
Sovereign Financial Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$714,878
-43.0%
3,433
-39.7%
0.25%
-37.9%
Q2 2023$1,253,576
+7.6%
5,694
+3.1%
0.41%
-5.5%
Q1 2023$1,165,299
+0.0%
5,525
-3.4%
0.43%
-5.7%
Q4 2022$1,165,130
-7.6%
5,717
-14.8%
0.46%
-10.2%
Q3 2022$1,261,000
-11.9%
6,709
-7.7%
0.51%
-9.4%
Q2 2022$1,432,000
-19.6%
7,268
-3.0%
0.56%
-14.5%
Q1 2022$1,782,000
+17.7%
7,491
+26.0%
0.66%
+8.6%
Q4 2021$1,514,000
+249.7%
5,944
+224.8%
0.61%
+144.2%
Q3 2021$433,000
+2.6%
1,830
-4.1%
0.25%
-2.4%
Q2 2021$422,0000.0%1,9090.0%0.26%
-3.4%
Q1 2021$422,000
+21.3%
1,909
+13.4%
0.26%
+5.2%
Q4 2020$348,0001,6830.25%
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