Topel & Distasi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,561 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,807,150
-3.9%
11,595
-0.8%
1.23%
-4.5%
Q1 2024$2,920,364
-0.8%
11,688
-7.6%
1.29%
-7.7%
Q4 2023$2,942,663
+10.0%
12,649
-1.5%
1.40%
-0.4%
Q3 2023$2,675,259
-6.4%
12,847
-1.1%
1.40%
-2.4%
Q2 2023$2,859,218
+4.3%
12,987
-0.0%
1.44%
+0.6%
Q1 2023$2,740,273
+5.6%
12,992
+2.0%
1.43%
-1.6%
Q4 2022$2,594,909
+37.7%
12,732
+42.3%
1.45%
+39.7%
Q3 2022$1,884,000
+7.2%
8,948
+0.3%
1.04%
+2.3%
Q2 2022$1,757,000
-16.5%
8,922
+0.9%
1.02%
+15.4%
Q1 2022$2,104,000
-7.1%
8,846
-0.5%
0.88%
-4.7%
Q4 2021$2,265,0008,8920.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 117,677$27,376,29726.13%
BCK Partners, Inc. 118,003$27,452,26415.59%
Axiom Financial Strategies, LLC 99,297$23,100,38514.99%
Bear Mountain Capital, Inc. 153,287$34,914,20114.68%
TL Private Wealth 122,029$28,388,86814.64%
OAK HILL WEALTH ADVISORS, LLC 172,031$40,021,19913.78%
Northwest Quadrant Wealth Management, LLC 223,352$51,960,61613.44%
Conrad Siegel Investment Advisors, Inc. 125,543$29,206,21313.28%
SilverOak Wealth Management LLC 187,839$43,698,78311.81%
SEARCY FINANCIAL SERVICES INC /ADV 91,349$21,251,33511.79%
View complete list of VANGUARD INDEX FDS shareholders