MARSHALL FINANCIAL GROUP INC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 845 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.

Quarter-by-quarter ownership
MARSHALL FINANCIAL GROUP INC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,429,723
-4.3%
54,887
+1.1%
4.66%
+1.7%
Q2 2023$11,948,658
+8.0%
54,273
+3.5%
4.58%
+1.9%
Q1 2023$11,060,444
+5.6%
52,439
+2.1%
4.50%
-0.1%
Q4 2022$10,471,467
+16.9%
51,379
+7.8%
4.50%
+6.2%
Q3 2022$8,961,000
+4.0%
47,667
+9.0%
4.24%
+8.2%
Q2 2022$8,617,000
-7.9%
43,745
+11.2%
3.92%
+5.0%
Q1 2022$9,352,000
-1.1%
39,322
+5.9%
3.73%
+1.8%
Q4 2021$9,457,000
+10.5%
37,121
+2.7%
3.66%
+1.7%
Q3 2021$8,557,000
+2.7%
36,141
+3.0%
3.60%
+1.6%
Q2 2021$8,328,000
+6.2%
35,089
-0.9%
3.54%
-0.4%
Q1 2021$7,840,000
+13.5%
35,421
+6.0%
3.56%
+5.2%
Q4 2020$6,907,000
+35.9%
33,406
+15.8%
3.38%
+12.6%
Q3 2020$5,083,000
+37.2%
28,839
+27.6%
3.00%
+22.2%
Q2 2020$3,705,000
+70.5%
22,602
+37.0%
2.46%
+40.0%
Q1 2020$2,173,000
+57.5%
16,502
+113.1%
1.76%
+88.5%
Q4 2019$1,380,000
+13.0%
7,745
+6.3%
0.93%
+0.2%
Q3 2019$1,221,000
+0.6%
7,285
+0.3%
0.93%
+0.4%
Q2 2019$1,214,000
+30.7%
7,261
+25.6%
0.93%
+21.8%
Q1 2019$929,000
+10.3%
5,780
-5.2%
0.76%
-4.8%
Q4 2018$842,0006,0960.80%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
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