Lee Financial Group Hawaii, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Lee Financial Group Hawaii, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$240,000
-27.7%
1,277
-24.2%
0.19%
-40.4%
Q2 2022$332,000
-17.2%
1,684
-0.1%
0.32%
+18.7%
Q1 2022$401,000
-10.5%
1,686
-4.2%
0.27%
-16.3%
Q4 2021$448,000
+3.9%
1,760
-3.2%
0.33%
+2.8%
Q3 2021$431,000
-8.5%
1,819
-8.4%
0.32%
-6.5%
Q2 2021$471,000
+4.7%
1,986
-2.3%
0.34%
-8.1%
Q1 2021$450,000
-89.0%
2,033
-89.7%
0.37%
-89.3%
Q4 2020$4,077,000
+10.8%
19,719
-5.6%
3.44%
+12.4%
Q3 2020$3,681,000
+95.4%
20,887
+82.0%
3.06%
+82.3%
Q3 2018$1,884,000
+2.1%
11,475
-2.0%
1.68%
-1.9%
Q2 2018$1,846,000
+0.3%
11,712
-1.9%
1.71%
-3.7%
Q1 2018$1,841,000
-0.4%
11,936
-0.1%
1.77%
+3.3%
Q4 2017$1,849,00011,9471.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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