FRG Family Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,633 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.

Quarter-by-quarter ownership
FRG Family Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$329,765
+1.2%
1,3690.0%0.06%0.0%
Q1 2024$325,904
+2.3%
1,3690.0%0.06%
-1.5%
Q4 2023$318,484
+11.7%
1,3690.0%0.06%
+1.6%
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 Q2 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders