PLANNING DIRECTIONS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 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 2022
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders