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 ↓
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