TrueWealth Financial Partners - 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
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 Q1 2022
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