MONETA GROUP INVESTMENT ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,048 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.8%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$93,384,132
+1.9%
448,445
+7.7%
2.12%
+4.5%
Q2 2023$91,662,186
+9.1%
416,344
+4.5%
2.03%
+0.7%
Q1 2023$84,007,350
+35.8%
398,290
+41.7%
2.02%
+18.9%
Q4 2022$61,842,428
+23.7%
281,038
+5.7%
1.70%
-11.0%
Q3 2022$49,989,000
-8.5%
265,927
-4.1%
1.90%
+2.1%
Q2 2022$54,633,000
+11.7%
277,367
+34.9%
1.86%
-2.9%
Q1 2022$48,918,000
+1.0%
205,676
+8.2%
1.92%
-2.5%
Q4 2021$48,446,000
+14.9%
190,156
+6.8%
1.97%
+1.3%
Q3 2021$42,163,000
+8.4%
178,083
+8.7%
1.94%
+8.5%
Q2 2021$38,885,000
+20.7%
163,830
+12.6%
1.79%
+5.2%
Q1 2021$32,207,000
+45.3%
145,509
+35.8%
1.70%
+7.0%
Q4 2020$22,161,000
+23.7%
107,177
+5.5%
1.59%
+2.1%
Q3 2020$17,911,000
+10.4%
101,617
+2.7%
1.56%
+1.2%
Q2 2020$16,223,000
+74.7%
98,975
+40.3%
1.54%
+59.4%
Q1 2020$9,288,000
+38.2%
70,551
+87.0%
0.97%
+71.3%
Q4 2019$6,722,000
+26.7%
37,726
+19.2%
0.56%
+13.7%
Q3 2019$5,305,000
+76.7%
31,653
+76.2%
0.50%
+67.6%
Q2 2019$3,003,000
+251.2%
17,965
+237.8%
0.30%
+232.6%
Q1 2019$855,000
+17.0%
5,319
+0.5%
0.09%
+2.3%
Q4 2018$731,000
-58.9%
5,290
-51.2%
0.09%
-52.2%
Q3 2018$1,779,000
+188.3%
10,832
-69.1%
0.18%
+167.6%
Q2 2018$617,000
+33.8%
35,054
+1071.6%
0.07%
+11.5%
Q1 2018$461,000
+41.0%
2,992
+41.7%
0.06%
+24.5%
Q4 2017$327,000
-9.2%
2,111
-13.7%
0.05%
-12.5%
Q3 2017$360,0002,4460.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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