MERITAGE PORTFOLIO MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,603 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$205
-2.8%
8450.0%0.01%0.0%
Q1 2024$211
-78.1%
845
-79.6%
0.01%
-79.4%
Q4 2023$963
+51.7%
4,137
+35.6%
0.06%
+34.0%
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 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders