Halpern Financial, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

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 Q4 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders