PLANNING DIRECTIONS 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
PLANNING DIRECTIONS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,366
-10.1%
6,558
-5.0%
1.05%
-5.4%
Q2 2023$1,520
-0.1%
6,904
-4.3%
1.11%
-2.3%
Q1 2023$1,522
+5.3%
7,217
+1.7%
1.13%
+2.5%
Q4 2022$1,446
-99.9%
7,094
-1.4%
1.10%
+1.1%
Q3 2022$1,352,000
-1.7%
7,192
+2.9%
1.09%
+3.5%
Q2 2022$1,376,000
-17.6%
6,987
-0.5%
1.06%
-10.1%
Q1 2022$1,670,000
-8.4%
7,022
-1.9%
1.17%
-3.4%
Q4 2021$1,824,000
+11.8%
7,161
+3.9%
1.21%
+2.2%
Q3 2021$1,632,000
+3.7%
6,894
+4.0%
1.19%
+3.3%
Q2 2021$1,574,000
+6.1%
6,630
-1.1%
1.15%
-1.5%
Q1 2021$1,484,000
+4.3%
6,703
-2.6%
1.17%
+1.3%
Q4 2020$1,423,000
+17.2%
6,880
-0.1%
1.15%
+7.9%
Q3 2020$1,214,000
+4.2%
6,885
-3.1%
1.07%
-1.7%
Q2 2020$1,165,000
-10.7%
7,108
-3.0%
1.09%
-9.9%
Q4 2019$1,305,000
-3.0%
7,325
-8.8%
1.21%
-6.5%
Q3 2019$1,346,000
-7.9%
8,033
-8.1%
1.29%
-12.9%
Q2 2019$1,461,000
+5.7%
8,740
+1.7%
1.48%
-9.7%
Q1 2019$1,382,000
+32.6%
8,598
+14.0%
1.64%
+27.6%
Q4 2018$1,042,000
-16.7%
7,544
-1.0%
1.29%
+10.7%
Q3 2018$1,251,000
+6.6%
7,618
+2.3%
1.16%
+2.6%
Q2 2018$1,174,000
-5.9%
7,450
-7.9%
1.13%
-7.2%
Q1 2018$1,247,0008,0871.22%
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