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 ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders