TrueWealth Financial Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
TrueWealth Financial Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,631,246
-2.0%
55,855
+3.6%
9.56%
-2.6%
Q2 2023$11,869,478
+5.6%
53,913
+1.2%
9.82%
+1.3%
Q1 2023$11,237,392
+12.2%
53,278
+8.5%
9.69%
-0.2%
Q4 2022$10,012,166
+12.4%
49,125
+3.7%
9.71%
+0.4%
Q3 2022$8,906,000
-0.4%
47,376
+4.4%
9.67%
+3.2%
Q2 2022$8,941,000
-11.6%
45,391
+6.8%
9.38%
-3.5%
Q1 2022$10,109,000
-4.6%
42,502
+2.2%
9.72%
-6.2%
Q4 2021$10,597,00041,59510.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders