AVAII WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,635 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
AVAII WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$327,200
-3.1%
1,3520.0%0.18%
-8.6%
Q1 2024$337,687
+7.1%
1,352
-0.2%
0.20%
-3.9%
Q4 2023$315,324
+11.7%
1,3550.0%0.21%
-3.7%
Q3 2023$282,229
-5.4%
1,3550.0%0.21%
-6.6%
Q2 2023$298,366
+3.3%
1,355
-1.0%
0.23%
-9.1%
Q1 2023$288,779
+3.1%
1,369
-0.4%
0.25%
+0.8%
Q4 2022$280,047
+8.5%
1,3740.0%0.25%
-6.7%
Q3 2022$258,000
-4.8%
1,3740.0%0.27%
-7.6%
Q2 2022$271,000
-17.1%
1,3740.0%0.29%
-4.0%
Q1 2022$327,000
-5.2%
1,374
+1.4%
0.30%
-12.7%
Q4 2021$345,0001,3550.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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