OLIO Financial Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,491 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
OLIO Financial Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,180,3170.0%5,0450.0%0.50%
+0.2%
Q1 2024$1,180,3170.0%5,0450.0%0.50%
+0.6%
Q4 2023$1,180,317
+23.2%
5,045
+9.7%
0.49%
+9.8%
Q3 2023$957,872
-4.8%
4,600
+0.6%
0.45%
-5.7%
Q2 2023$1,006,485
+30.9%
4,571
+25.4%
0.48%
+19.8%
Q1 2023$768,881
+2.9%
3,645
-0.6%
0.40%
-2.0%
Q4 2022$747,195
+5.7%
3,666
-2.6%
0.41%
-3.3%
Q3 2022$707,000
-5.1%
3,763
-0.5%
0.42%
+0.5%
Q2 2022$745,000
+1.9%
3,783
+23.1%
0.42%0.0%
Q1 2022$731,000
+4.6%
3,074
+12.0%
0.42%
+0.7%
Q4 2021$699,0002,7440.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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