Curi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Curi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$739,777
-5.7%
3,553
-0.2%
0.11%
+6.6%
Q2 2023$784,088
+3.9%
3,561
-0.4%
0.11%
-1.9%
Q1 2023$754,428
+4.1%
3,577
+0.6%
0.11%
+5.9%
Q4 2022$724,853
+8.5%
3,557
+0.2%
0.10%
-8.1%
Q3 2022$668,000
+3829.4%
3,551
+3889.9%
0.11%
+3600.0%
Q2 2022$17,000
-19.0%
89
+1.1%
0.00%
-25.0%
Q1 2022$21,000
-4.5%
880.0%0.00%0.0%
Q4 2021$22,000
-64.5%
88
-70.9%
0.00%
-91.1%
Q4 2020$62,0003020.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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