DEFINED WEALTH MANAGEMENT, LLC - 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
DEFINED WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,808,041
-3.4%
8,682
+2.1%
1.54%
-2.3%
Q2 2023$1,871,756
+13.0%
8,502
+8.3%
1.58%
+2.1%
Q1 2023$1,656,376
+6.4%
7,853
+2.8%
1.55%
+5.7%
Q4 2022$1,556,993
-4.6%
7,639
-12.0%
1.46%
-17.7%
Q3 2022$1,632,000
-1.6%
8,682
+3.1%
1.78%
+4.6%
Q2 2022$1,659,000
-18.6%
8,421
-1.7%
1.70%
-5.1%
Q1 2022$2,037,000
-27.4%
8,566
-22.2%
1.79%
-21.9%
Q4 2021$2,804,000
+11.4%
11,004
+3.5%
2.29%
+2.7%
Q3 2021$2,518,000
-0.2%
10,6350.0%2.23%
-0.5%
Q2 2021$2,524,000
+7.5%
10,635
+0.3%
2.24%
+0.8%
Q1 2021$2,347,000
+38.0%
10,603
+28.9%
2.22%
+32.5%
Q4 2020$1,701,0008,2271.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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