VALLEY FORGE INVESTMENT CONSULTANTS INC ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$685,194
-7.7%
3,290
-2.4%
0.31%
-14.5%
Q2 2023$742,354
+4.5%
3,372
+0.1%
0.36%
-0.8%
Q1 2023$710,660
+3.6%
3,369
+0.1%
0.37%
+1.7%
Q4 2022$686,191
-18.7%
3,367
-25.0%
0.36%
-22.0%
Q3 2022$844,000
+46.8%
4,488
+53.7%
0.46%
+61.7%
Q2 2022$575,000
-17.7%
2,920
-0.6%
0.29%
-0.3%
Q1 2022$699,000
-16.1%
2,937
-10.2%
0.29%
-21.7%
Q4 2021$833,000
+7.6%
3,269
+0.0%
0.37%
-11.5%
Q3 2021$774,000
+0.4%
3,268
+0.6%
0.42%
-0.2%
Q2 2021$771,000
+10.0%
3,250
+2.7%
0.42%
-13.1%
Q1 2021$701,000
+20.0%
3,165
+12.1%
0.48%
-5.5%
Q4 2020$584,0002,8230.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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