VALLEY NATIONAL ADVISERS 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
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$372
-5.8%
1,788
-0.3%
0.06%
-1.5%
Q2 2023$395
-6.6%
1,794
-10.7%
0.07%
-10.8%
Q1 2023$423
-9.4%
2,010
-8.2%
0.07%
-11.9%
Q4 2022$467
-99.9%
2,189
-46.1%
0.08%
-49.1%
Q3 2022$790,000
+240.5%
4,062
+255.1%
0.16%
+236.7%
Q2 2022$232,000
-14.7%
1,1440.0%0.05%
-5.8%
Q1 2022$272,000
+151.9%
1,144
+169.8%
0.05%
+160.0%
Q4 2021$108,000
+8.0%
4240.0%0.02%
+11.1%
Q3 2021$100,000
-1.0%
4240.0%0.02%0.0%
Q2 2021$101,000
+7.4%
4240.0%0.02%0.0%
Q1 2021$94,000
+23.7%
424
+15.5%
0.02%
+12.5%
Q4 2020$76,000
+16.9%
3670.0%0.02%
+6.7%
Q3 2020$65,000
-4.4%
367
-11.6%
0.02%
-6.2%
Q2 2020$68,000
+1.5%
415
-18.1%
0.02%
-15.8%
Q1 2020$67,000
+3.1%
507
+38.1%
0.02%
+18.8%
Q4 2019$65,000
+4.8%
3670.0%0.02%
-5.9%
Q3 2019$62,000
+1.6%
3670.0%0.02%0.0%
Q2 2019$61,000
+3.4%
3670.0%0.02%0.0%
Q1 2019$59,000
+15.7%
3670.0%0.02%0.0%
Q4 2018$51,000
-1.9%
367
+15.8%
0.02%
-5.6%
Q3 2018$52,000
+4.0%
3170.0%0.02%
-5.3%
Q2 2018$50,0003170.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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