FRG Family Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,048 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.8%.

Quarter-by-quarter ownership
FRG Family Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$285,081
-5.4%
1,3690.0%0.06%
-3.0%
Q2 2023$301,399
+4.4%
1,3690.0%0.07%0.0%
Q1 2023$288,749
+3.5%
1,3690.0%0.07%0.0%
Q4 2022$279,016
+8.6%
1,3690.0%0.07%
+4.8%
Q3 2022$257,000
-4.8%
1,3690.0%0.06%
+1.6%
Q2 2022$270,000
-17.2%
1,3690.0%0.06%
-1.6%
Q1 2022$326,000
-6.6%
1,3690.0%0.06%
-3.1%
Q4 2021$349,000
-3.9%
1,369
-10.8%
0.06%
-8.5%
Q3 2021$363,000
+0.3%
1,534
+0.6%
0.07%
+2.9%
Q2 2021$362,000
+7.1%
1,5250.0%0.07%0.0%
Q1 2021$338,000
+7.3%
1,5250.0%0.07%0.0%
Q4 2020$315,000
+17.1%
1,5250.0%0.07%
+6.2%
Q3 2020$269,000
+7.6%
1,5250.0%0.06%
-1.5%
Q2 2020$250,000
+24.4%
1,5250.0%0.07%
+8.2%
Q1 2020$201,000
-26.1%
1,5250.0%0.06%
-7.6%
Q4 2019$272,000
+6.2%
1,5250.0%0.07%0.0%
Q3 2019$256,000
+0.4%
1,5250.0%0.07%
-1.5%
Q2 2019$255,000
+4.1%
1,5250.0%0.07%
-2.9%
Q1 2019$245,000
+16.1%
1,5250.0%0.07%0.0%
Q4 2018$211,000
-15.6%
1,5250.0%0.07%0.0%
Q3 2018$250,000
-20.9%
1,525
-24.0%
0.07%
-27.4%
Q2 2018$316,000
+3.6%
2,007
+1.6%
0.10%
-5.9%
Q1 2018$305,000
-5.6%
1,975
-5.4%
0.10%
-2.9%
Q4 2017$323,000
+44.2%
2,087
+36.9%
0.10%
+35.1%
Q3 2017$224,000
+3.2%
1,5250.0%0.08%
-3.8%
Q2 2017$217,000
+2.4%
1,5250.0%0.08%
-3.6%
Q1 2017$212,000
+5.5%
1,5250.0%0.08%
-1.2%
Q4 2016$201,0001,5250.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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