Halpern Financial, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
Halpern Financial, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$37,483
-5.4%
1800.0%0.01%
-7.1%
Q2 2023$39,629
+4.4%
1800.0%0.01%0.0%
Q1 2023$37,966
-21.1%
180
-23.7%
0.01%
-22.2%
Q4 2022$48,099
+8.4%
2360.0%0.02%0.0%
Q3 2022$44,363
+25.1%
236
+31.1%
0.02%
+28.6%
Q2 2022$35,455
-17.2%
1800.0%0.01%
-12.5%
Q1 2022$42,811
-6.6%
1800.0%0.02%
-20.0%
Q4 2021$45,859
+7.6%
1800.0%0.02%0.0%
Q3 2021$42,617
-0.2%
1800.0%0.02%0.0%
Q2 2021$42,723
+7.2%
1800.0%0.02%
+5.3%
Q1 2021$39,841
+7.0%
1800.0%0.02%0.0%
Q4 2020$37,219
+17.3%
1800.0%0.02%0.0%
Q3 2020$31,727
+7.5%
1800.0%0.02%
-5.0%
Q2 2020$29,504
-25.3%
180
-40.0%
0.02%
-45.9%
Q1 2020$39,495
-26.1%
3000.0%0.04%
-11.9%
Q4 2019$53,4543000.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders