MATRIX PRIVATE CAPITAL GROUP LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
MATRIX PRIVATE CAPITAL GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$568,703
-2.2%
2,731
+3.4%
0.42%
-0.5%
Q2 2023$581,443
+2.2%
2,641
-2.1%
0.43%
+8.1%
Q1 2023$568,851
-25.6%
2,697
-28.1%
0.39%
-20.9%
Q4 2022$764,288
+18.9%
3,750
+9.6%
0.50%
+14.5%
Q3 2022$643,000
-25.1%
3,420
-21.5%
0.44%
-11.0%
Q2 2022$858,000
-21.6%
4,356
-5.3%
0.49%
-8.4%
Q1 2022$1,094,000
-6.2%
4,599
+0.5%
0.53%
-3.3%
Q4 2021$1,166,000
+30.9%
4,578
+21.7%
0.55%
+17.9%
Q3 2021$891,000
+0.1%
3,763
+0.3%
0.47%
-3.9%
Q2 2021$890,000
+10.6%
3,750
+3.1%
0.49%
+0.6%
Q1 2021$805,000
+3.5%
3,637
-3.3%
0.48%
-13.3%
Q4 2020$778,000
+17.5%
3,763
+0.1%
0.56%
-17.2%
Q3 2020$662,000
+7.5%
3,7580.0%0.67%
-0.7%
Q2 2020$616,000
+29.7%
3,758
+4.0%
0.68%
+0.6%
Q1 2020$475,000
-30.6%
3,612
-6.0%
0.68%
-5.9%
Q4 2019$684,0003,8410.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders