CLIFFORD SWAN INVESTMENT COUNSEL LLC - 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
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$237,036
-7.2%
1,138
-1.9%
0.01%0.0%
Q2 2023$255,445
+4.7%
1,160
+0.3%
0.01%0.0%
Q1 2023$244,090
+3.8%
1,157
+0.3%
0.01%0.0%
Q4 2022$235,259
+8.9%
1,154
+0.3%
0.01%0.0%
Q3 2022$216,000
-7.7%
1,150
-3.1%
0.01%0.0%
Q2 2022$234,000
-19.0%
1,187
-2.2%
0.01%
-9.1%
Q1 2022$289,000
-6.5%
1,214
+0.2%
0.01%0.0%
Q4 2021$309,000
+0.7%
1,212
+0.2%
0.01%0.0%
Q3 2021$307,000
+5.9%
1,209
+0.2%
0.01%0.0%
Q2 2021$290,000
+8.6%
1,206
+0.2%
0.01%0.0%
Q1 2021$267,000
+7.7%
1,204
+0.2%
0.01%0.0%
Q4 2020$248,000
+17.5%
1,202
+0.6%
0.01%
+10.0%
Q3 2020$211,000
-0.5%
1,195
+0.7%
0.01%0.0%
Q4 2019$212,000
-15.9%
1,187
-21.3%
0.01%
-23.1%
Q2 2019$252,000
+4.1%
1,508
+0.2%
0.01%0.0%
Q1 2019$242,000
+16.3%
1,5050.0%0.01%0.0%
Q4 2018$208,000
-20.0%
1,505
-4.9%
0.01%
-7.1%
Q3 2018$260,000
+4.0%
1,5830.0%0.01%0.0%
Q2 2018$250,000
+2.5%
1,583
+0.1%
0.01%0.0%
Q1 2018$244,0000.0%1,581
+0.2%
0.01%
+7.7%
Q4 2017$244,0001,5780.01%
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