FIDELIS iM, 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
FIDELIS iM, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$20,628
+8.5%
82,561
+1.0%
10.36%
+1.2%
Q4 2023$19,008
+16.2%
81,708
+4.0%
10.23%
+6.8%
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 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