ZRC WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,794 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
ZRC WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$7,588,020
+1.3%
31,342
+4.5%
3.59%
-4.0%
Q1 2024$7,493,435
+28.9%
30,001
+7.5%
3.74%
+7.3%
Q4 2023$5,814,076
-0.0%
27,902
-0.1%
3.49%
-30.6%
Q3 2023$5,815,916
-3.7%
27,929
+2.3%
5.02%
-1.3%
Q2 2023$6,041,183
+18.4%
27,293
+12.8%
5.09%
+8.9%
Q1 2023$5,103,79424,1984.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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