Forum Private Client Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 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 2023
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