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

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q2 2022
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders