SC&H Financial Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 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
SC&H Financial Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$664,910
-5.4%
3,1930.0%0.22%
-4.7%
Q2 2023$702,971
+4.4%
3,1930.0%0.23%
-5.3%
Q1 2023$673,468
+3.5%
3,1930.0%0.24%
-9.3%
Q4 2022$650,765
+8.5%
3,1930.0%0.27%
-10.0%
Q3 2022$600,000
-38.0%
3,193
-35.0%
0.30%
-33.5%
Q2 2022$967,000
+27.4%
4,909
+53.7%
0.45%
+24.9%
Q1 2022$759,000
-6.6%
3,1930.0%0.36%
-19.6%
Q4 2021$813,0003,1930.45%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders