SONATA CAPITAL GROUP INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
SONATA CAPITAL GROUP INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$523
-4.2%
2,512
+1.3%
0.28%
-1.1%
Q2 2023$546
-14.3%
2,480
-17.9%
0.28%
-18.3%
Q1 2023$637
+3.4%
3,0200.0%0.34%
+0.9%
Q4 2022$616
-99.9%
3,0200.0%0.34%
+9.3%
Q3 2022$568,000
-4.5%
3,0200.0%0.31%
+1.3%
Q2 2022$595,000
-17.1%
3,0200.0%0.31%
-2.5%
Q1 2022$718,000
-20.0%
3,020
-14.2%
0.32%
-15.7%
Q4 2021$897,000
+7.7%
3,5200.0%0.38%
+0.8%
Q3 2021$833,000
-12.7%
3,520
-12.4%
0.37%
-14.1%
Q2 2021$954,000
+7.2%
4,0200.0%0.43%
+1.6%
Q1 2021$890,000
+7.1%
4,0200.0%0.43%
+3.9%
Q4 2020$831,000
+22.9%
4,020
+4.8%
0.41%
+4.3%
Q3 2020$676,000
+7.1%
3,835
-0.4%
0.39%
-1.5%
Q2 2020$631,000
+24.5%
3,8500.0%0.40%
+4.7%
Q1 2020$507,000
-51.3%
3,850
-34.2%
0.38%
-39.3%
Q4 2019$1,042,000
-8.6%
5,850
-14.0%
0.63%
-18.6%
Q3 2019$1,140,000
-2.6%
6,800
-2.9%
0.77%
-4.6%
Q2 2019$1,170,000
-2.0%
7,000
-5.7%
0.81%
-8.9%
Q1 2019$1,194,000
+16.4%
7,4250.0%0.89%
+6.3%
Q4 2018$1,026,000
-15.8%
7,4250.0%0.84%
+1.1%
Q3 2018$1,219,000
+7.7%
7,425
+3.4%
0.83%
+1.7%
Q2 2018$1,132,000
-3.2%
7,180
-5.3%
0.81%
-5.1%
Q1 2018$1,169,000
-2.3%
7,580
-1.9%
0.86%
-0.7%
Q4 2017$1,196,000
+5.3%
7,7300.0%0.86%
+2.1%
Q3 2017$1,136,000
+7.9%
7,730
+4.7%
0.84%
+7.6%
Q2 2017$1,053,000
+2.4%
7,3850.0%0.78%
+1.3%
Q1 2017$1,028,000
+9.1%
7,385
+3.2%
0.78%
+5.6%
Q4 2016$942,000
+16.0%
7,155
+14.1%
0.73%
+11.0%
Q3 2016$812,000
-24.5%
6,270
-28.0%
0.66%
-27.9%
Q2 2016$1,076,000
+3.5%
8,705
+1.5%
0.92%
+1.8%
Q1 2016$1,040,000
+0.9%
8,5800.0%0.90%
-0.6%
Q4 2015$1,031,000
+17.3%
8,580
+13.9%
0.91%
+11.0%
Q3 2015$879,000
-6.5%
7,530
+2.0%
0.82%
+1.1%
Q2 2015$940,000
-3.4%
7,380
+0.6%
0.81%
-5.5%
Q1 2015$973,000
+76.3%
7,335
+64.1%
0.85%
+70.8%
Q4 2014$552,0004,4700.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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