WBH ADVISORY 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
WBH ADVISORY INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$687,473
-12.8%
3,301
-7.8%
0.08%
-9.7%
Q2 2023$787,938
+4.5%
3,579
+0.1%
0.09%
-1.1%
Q1 2023$754,360
+12.1%
3,577
-0.1%
0.09%
-3.1%
Q3 2022$673,000
-21.5%
3,581
-16.4%
0.10%
-14.9%
Q2 2022$857,000
-15.6%
4,282
-4.7%
0.11%
-8.8%
Q1 2022$1,016,000
-5.6%
4,492
+6.3%
0.12%
+1.6%
Q4 2021$1,076,000
+7.6%
4,224
+0.0%
0.12%
-8.9%
Q3 2021$1,000,000
-1.1%
4,223
+0.0%
0.14%
-8.8%
Q2 2021$1,011,000
+8.2%
4,222
+0.0%
0.15%
-2.0%
Q1 2021$934,000
-4.5%
4,221
-7.0%
0.15%
-10.1%
Q4 2020$978,000
+28.5%
4,537
+5.1%
0.17%
+9.1%
Q3 2020$761,000
+7.6%
4,318
+0.1%
0.15%
-9.9%
Q2 2020$707,000
+18.2%
4,315
-5.1%
0.17%
+22.1%
Q1 2020$598,000
-60.8%
4,547
-46.9%
0.14%
-55.1%
Q4 2019$1,526,000
+6.6%
8,567
+0.2%
0.31%
-3.1%
Q3 2019$1,432,000
+8.5%
8,546
+8.2%
0.32%
+5.2%
Q2 2019$1,320,000
+11.9%
7,900
+7.6%
0.31%
+8.9%
Q1 2019$1,180,000
+32.1%
7,340
+13.5%
0.28%
+29.5%
Q4 2018$893,000
-14.4%
6,466
+1.7%
0.22%
-14.2%
Q3 2018$1,043,000
-0.1%
6,356
-4.1%
0.25%
-6.6%
Q2 2018$1,044,000
+9.1%
6,628
+6.7%
0.27%
+4.2%
Q1 2018$957,000
+0.5%
6,210
+0.9%
0.26%
+2.4%
Q4 2017$952,000
+6.4%
6,154
+1.1%
0.25%
+1.6%
Q3 2017$895,000
+4.1%
6,090
+0.9%
0.25%
+3.7%
Q2 2017$860,000
+3.7%
6,034
+1.3%
0.24%
-2.8%
Q1 2017$829,000
+6.0%
5,955
+0.2%
0.25%
-5.0%
Q4 2016$782,000
+9.4%
5,945
+7.5%
0.26%
+6.5%
Q3 2016$715,000
+45.3%
5,531
+38.9%
0.24%
+27.6%
Q2 2016$492,000
+29.1%
3,983
+26.5%
0.19%
+50.0%
Q1 2016$381,000
+3.5%
3,148
+2.7%
0.13%
-0.8%
Q4 2015$368,000
-4.2%
3,064
-6.9%
0.13%
-19.4%
Q3 2015$384,000
-7.2%
3,292
+1.2%
0.16%
-1.8%
Q2 2015$414,000
-9.4%
3,253
-5.5%
0.16%
+27.3%
Q1 2015$457,000
+0.2%
3,444
-6.8%
0.13%
-25.6%
Q4 2014$456,000
+6.5%
3,694
+1.1%
0.17%
+14.7%
Q3 2014$428,0000.0%3,653
+1.1%
0.15%
-7.4%
Q2 2014$428,000
+2.9%
3,613
-1.6%
0.16%
-1.8%
Q1 2014$416,000
-51.1%
3,671
-52.5%
0.16%
-4.1%
Q4 2013$850,000
+110.4%
7,734
+96.1%
0.17%
-5.0%
Q3 2013$404,000
+7.7%
3,943
+0.0%
0.18%
+4.6%
Q2 2013$375,0003,9420.17%
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