COLONY GROUP 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
COLONY GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,032
-5.4%
19,362
+0.1%
0.06%
+1.7%
Q2 2023$4,260
+4.9%
19,350
+0.5%
0.06%0.0%
Q1 2023$4,060
-31.5%
19,247
-33.8%
0.06%
-27.7%
Q4 2022$5,925
-99.9%
29,071
+17.5%
0.08%
+1.2%
Q3 2022$4,653,000
+23.3%
24,750
+29.2%
0.08%
+26.2%
Q2 2022$3,774,000
-28.5%
19,161
-13.6%
0.06%
-17.7%
Q1 2022$5,277,000
-14.8%
22,189
-8.7%
0.08%
-27.5%
Q4 2021$6,192,000
+36.0%
24,306
+26.4%
0.11%
+25.3%
Q3 2021$4,552,000
-0.5%
19,226
-0.2%
0.09%
-4.4%
Q2 2021$4,573,000
+7.0%
19,267
-0.2%
0.09%
+1.1%
Q1 2021$4,273,000
+2.0%
19,304
-4.7%
0.09%
-7.2%
Q4 2020$4,188,000
+21.3%
20,253
+3.4%
0.10%
+7.8%
Q3 2020$3,453,000
+2.0%
19,590
-5.1%
0.09%
-8.2%
Q2 2020$3,385,000
+26.4%
20,650
+1.5%
0.10%
+12.6%
Q1 2020$2,678,000
-32.0%
20,342
-8.0%
0.09%
-12.1%
Q4 2019$3,938,000
+8.2%
22,099
+1.8%
0.10%
-14.7%
Q3 2019$3,639,000
-7.8%
21,712
-8.1%
0.12%
-7.2%
Q2 2019$3,947,000
+24.7%
23,615
+19.9%
0.12%
-6.0%
Q1 2019$3,165,000
+6.7%
19,691
-8.3%
0.13%
-7.6%
Q4 2018$2,966,000
+22.3%
21,463
+45.3%
0.14%
+19.0%
Q3 2018$2,426,000
+1.6%
14,773
-2.5%
0.12%
-3.2%
Q2 2018$2,388,000
-2.3%
15,148
-4.5%
0.12%
-6.0%
Q1 2018$2,445,000
-1.3%
15,858
-0.9%
0.13%
-14.2%
Q4 2017$2,478,000
+4.6%
16,010
-0.6%
0.16%
-4.3%
Q3 2017$2,368,000
-1.9%
16,108
-4.9%
0.16%
-5.8%
Q2 2017$2,413,000
+161.7%
16,932
+155.6%
0.17%
+97.7%
Q1 2017$922,000
+13.8%
6,624
+7.7%
0.09%0.0%
Q4 2016$810,000
+14.7%
6,153
+4.7%
0.09%
+35.9%
Q4 2015$706,000
+107.6%
5,875
+101.9%
0.06%
+60.0%
Q3 2015$340,000
-48.6%
2,910
-43.9%
0.04%
-42.9%
Q2 2015$661,000
+1965.6%
5,186
+2060.8%
0.07%
+1650.0%
Q1 2015$32,000
-95.7%
240
-96.0%
0.00%
-94.9%
Q4 2014$745,000
-56.5%
6,031
-58.7%
0.08%
-59.4%
Q3 2014$1,711,000
+10593.8%
14,586
+10704.4%
0.19%
+9500.0%
Q2 2014$16,000
+166.7%
135
+170.0%
0.00%
+100.0%
Q1 2014$6,0000.0%500.0%0.00%0.0%
Q4 2013$6,000500.00%
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