Corient Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$52,480,464
-3.4%
252,020
+2.1%
0.12%
-3.2%
Q2 2023$54,319,374
+11.3%
246,727
+6.6%
0.12%
-4.6%
Q1 2023$48,818,948
+23.7%
231,457
+19.2%
0.13%
-8.4%
Q4 2022$39,475,659194,1880.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders