Heirloom Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
Heirloom Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$344,197
-21.4%
1,653
-16.9%
0.15%
-19.5%
Q2 2023$437,653
+12.3%
1,988
+7.6%
0.19%
+2.2%
Q1 2023$389,756
-5.8%
1,848
-9.0%
0.19%
-27.9%
Q4 2022$413,660
-42.2%
2,030
-38.5%
0.26%
-56.0%
Q2 2022$716,0003,3000.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders