Horizon Family Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

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 Q2 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