Forum Private Client Group 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
Forum Private Client Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$4,585,262
+19.9%
20,827
+14.9%
2.63%
+8.7%
Q1 2023$3,822,854
+6.8%
18,125
+3.2%
2.42%
-2.3%
Q4 2022$3,579,804
+16.0%
17,564
+6.9%
2.47%
+7.1%
Q3 2022$3,087,000
+3.9%
16,424
+8.8%
2.31%
+6.8%
Q2 2022$2,972,000
+1.5%
15,090
+22.6%
2.16%
-4.9%
Q1 2022$2,928,00012,3132.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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