HB Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,603 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$22,858,427
-6.3%
94,417
-3.3%
0.27%
-13.0%
Q1 2024$24,396,389
+2.1%
97,640
-5.0%
0.31%
-10.8%
Q4 2023$23,904,422
+13.7%
102,752
+1.7%
0.34%
+1.2%
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 Q4 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders