SOA Wealth Advisors, LLC. - 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
SOA Wealth Advisors, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,711,915
-6.1%
13,023
-0.7%
0.67%
-0.3%
Q2 2023$2,887,291
-1.4%
13,115
-5.6%
0.68%
-6.4%
Q1 2023$2,928,968
+3.6%
13,887
+0.1%
0.72%
-5.1%
Q4 2022$2,826,450
+3.2%
13,868
-4.9%
0.76%
-7.8%
Q3 2022$2,740,000
-3.5%
14,577
+1.2%
0.82%
-1.3%
Q2 2022$2,838,000
-18.7%
14,411
-1.8%
0.84%
-1.8%
Q1 2022$3,489,000
-6.6%
14,670
+0.1%
0.85%
-6.0%
Q4 2021$3,737,000
+6.4%
14,660
-1.2%
0.90%
+0.6%
Q3 2021$3,513,000
+0.3%
14,839
+0.5%
0.90%0.0%
Q2 2021$3,503,000
+4.8%
14,760
-2.3%
0.90%
-3.7%
Q1 2021$3,343,000
-1.4%
15,104
-1.4%
0.94%
+1.3%
Q4 2020$3,392,00015,3260.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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