HB Wealth Management, 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
HB Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$21,030,566
-8.3%
100,992
-3.0%
0.34%
-7.1%
Q2 2023$22,927,358
+4.5%
104,140
+0.1%
0.37%
-3.9%
Q1 2023$21,946,621
+0.5%
104,052
-2.9%
0.38%
-4.3%
Q4 2022$21,837,222
+6.4%
107,145
-1.9%
0.40%
-8.9%
Q3 2022$20,525,000
-0.2%
109,186
+4.6%
0.44%
+3.6%
Q2 2022$20,564,000
-22.6%
104,401
-6.5%
0.42%
-14.2%
Q1 2022$26,566,000
+406.6%
111,699
+442.6%
0.49%
+368.6%
Q4 2021$5,244,00020,5840.10%
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