FIDELIS iM, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
FIDELIS iM, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$16,353
-99.9%
78,528
-0.2%
9.58%
-2.7%
Q2 2023$17,325,205
+5.8%
78,694
+1.4%
9.84%
+0.8%
Q1 2023$16,369,041
+5.1%
77,608
+1.6%
9.77%
-3.8%
Q4 2022$15,569,397
+1.6%
76,391
-6.3%
10.16%
-4.9%
Q3 2022$15,329,000
-4.9%
81,546
-0.3%
10.68%
-0.8%
Q2 2022$16,114,000
-38.1%
81,810
-25.2%
10.77%
-29.6%
Q1 2022$26,024,000
-5.0%
109,417
+1.8%
15.30%
-2.2%
Q4 2021$27,390,000
+9.9%
107,508
+2.2%
15.64%
+1.2%
Q3 2021$24,914,000105,22915.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders