Wescott Financial Advisory Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,925,142
-6.8%
33,256
-1.5%
1.27%
-3.6%
Q2 2023$7,433,375
-9.3%
33,764
-13.1%
1.31%
-26.3%
Q1 2023$8,197,303
+1.5%
38,865
-1.9%
1.78%
+2.3%
Q4 2022$8,073,652
+6.7%
39,614
-1.6%
1.74%
-17.4%
Q3 2022$7,568,000
-0.6%
40,261
+4.1%
2.11%
+1.9%
Q2 2022$7,617,000
-16.5%
38,670
+0.9%
2.07%
-12.0%
Q1 2022$9,118,00038,3372.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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