Kellett Wealth Advisors, LLC - 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
Kellett Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,905,829
+180.7%
37,965
+196.8%
6.78%
+164.9%
Q2 2023$2,815,971
+12.1%
12,791
+7.4%
2.56%
+5.8%
Q1 2023$2,512,716
-0.2%
11,913
-3.6%
2.42%
-1.1%
Q4 2022$2,518,222
-1.5%
12,356
-1.4%
2.44%
-21.5%
Q3 2022$2,557,000
+3.5%
12,533
-0.1%
3.12%
-2.5%
Q2 2022$2,471,000
-23.4%
12,545
-7.5%
3.19%
+25.5%
Q1 2022$3,225,000
-50.0%
13,559
-46.4%
2.55%
-48.4%
Q4 2021$6,446,00025,3024.93%
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