Horizon Family Wealth, Inc. - 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
Horizon Family Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,593,577
-2.9%
46,070
+2.7%
9.29%
-1.7%
Q2 2023$9,878,791
+6.8%
44,871
+2.3%
9.45%
-3.6%
Q1 2023$9,253,749
+5.2%
43,873
+1.7%
9.80%
-3.2%
Q4 2022$8,795,022
+2.4%
43,153
-5.6%
10.13%
-3.4%
Q3 2022$8,591,000
-4.2%
45,702
+0.4%
10.49%
+0.7%
Q2 2022$8,968,000
-13.2%
45,529
+4.8%
10.42%
+1.7%
Q1 2022$10,334,000
-1.7%
43,448
+5.3%
10.24%
-4.4%
Q4 2021$10,516,00041,27510.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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