FIDELIS iM, LLC - 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
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 Q4 2022
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