MERITAGE PORTFOLIO MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$635
-2.0%
3,050
+3.7%
0.05%
+2.2%
Q2 2023$648
+14.9%
2,942
+10.1%
0.05%
+9.5%
Q1 2023$564
+2.2%
2,673
-1.3%
0.04%
-2.3%
Q4 2022$552
-99.9%
2,707
-9.3%
0.04%
-6.5%
Q3 2022$561,000
-1.8%
2,985
+3.0%
0.05%
+4.5%
Q2 2022$571,000
-17.1%
2,8980.0%0.04%
+2.3%
Q1 2022$689,000
-6.6%
2,8980.0%0.04%
+2.4%
Q4 2021$738,000
+17.3%
2,898
+9.1%
0.04%
+10.5%
Q3 2021$629,000
-0.2%
2,6560.0%0.04%0.0%
Q2 2021$630,000
+7.1%
2,6560.0%0.04%
-2.6%
Q1 2021$588,0002,6560.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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