WMG Financial Advisors, 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
WMG Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$280,110
-3.1%
1,1570.0%0.15%
-10.3%
Q1 2024$289,088
-2.2%
1,157
-9.0%
0.16%
-14.5%
Q4 2023$295,685
+14.8%
1,271
+2.7%
0.19%
-11.9%
Q3 2023$257,593
-5.4%
1,2370.0%0.22%
+9.5%
Q2 2023$272,340
-0.9%
1,237
-5.1%
0.20%
-12.3%
Q1 2023$274,827
-4.9%
1,303
-8.1%
0.23%
-7.3%
Q4 2022$289,001
+6.6%
1,418
-1.3%
0.25%
+0.8%
Q3 2022$271,000
-4.2%
1,4370.0%0.24%
-0.4%
Q2 2022$283,000
-14.2%
1,437
+3.1%
0.24%
+0.8%
Q1 2022$330,000
+3.4%
1,394
+11.9%
0.24%
-2.4%
Q4 2021$319,0001,2460.25%
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