MERITAGE PORTFOLIO MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

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 Q1 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders