Sonoma Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,820 filers reported holding VANGUARD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.92 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sonoma Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$663,112
+1.5%
2,739
+4.7%
1.08%
+2.3%
Q1 2024$653,634
+6.4%
2,616
-0.9%
1.05%
+3.4%
Q4 2023$614,170
-6.8%
2,640
-16.6%
1.02%
-15.4%
Q3 2023$659,288
+13.7%
3,166
+20.2%
1.20%
+18.7%
Q2 2023$579,681
+33.9%
2,633
+28.3%
1.01%
+17.8%
Q1 2023$432,8082,0520.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2024
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 994,940$177,278,00017.25%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 126,697$22,585,00016.77%
TL Private Wealth 87,762$16,054,00013.88%
Riverpoint Wealth Management Holdings, LLC 185,788$33,104,00013.14%
Cornerstone Advisors, Inc. 567,745$101,161,00012.26%
Paracle Advisors, LLC 282,318$50,303,00011.71%
SEARCY FINANCIAL SERVICES INC /ADV 86,657$15,440,00011.08%
Northwest Quadrant Wealth Management, LLC 130,644$23,175,0009.56%
McIlrath & Eck, LLC 110,194$19,634,0009.42%
Nadler Financial Group, Inc. 207,285$36,934,0009.12%
View complete list of VANGUARD INDEX FDS shareholders