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

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 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 Q1 2021
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