Kellett Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

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 Q3 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders