Baron Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Baron Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$486,236
+11.8%
2,090
+0.1%
0.27%
-4.3%
Q3 2023$434,764
-18.4%
2,088
-13.7%
0.28%
-17.8%
Q2 2023$532,727
+4.5%
2,420
+0.1%
0.34%
-6.4%
Q1 2023$509,762
+0.4%
2,417
-3.0%
0.36%
-7.2%
Q4 2022$507,6932,4910.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders