TrueWealth Financial Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 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 Q2 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