Strategic Point Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Strategic Point Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2020$13,938,000
-28.4%
105,875
-3.1%
5.98%
-15.9%
Q4 2019$19,462,000
+1.5%
109,227
-4.6%
7.11%
-5.3%
Q3 2019$19,180,000
-2.7%
114,440
-2.9%
7.50%
-10.2%
Q2 2019$19,704,000
-1.2%
117,880
-5.0%
8.36%
-6.7%
Q1 2019$19,948,000
+7.8%
124,095
-7.3%
8.96%
+2.3%
Q4 2018$18,504,000
-17.3%
133,916
-1.8%
8.76%
+1515.9%
Q3 2018$22,388,000
+2.7%
136,359
-1.4%
0.54%
-93.7%
Q2 2018$21,805,000
+0.2%
138,324
-2.0%
8.55%
-4.3%
Q1 2018$21,766,000
-2.5%
141,149
-2.2%
8.93%
+2.1%
Q4 2017$22,329,000
-3.9%
144,264
-8.7%
8.74%
+1.1%
Q3 2017$23,226,000
+1.6%
158,004
-1.5%
8.65%
-2.9%
Q2 2017$22,857,000
+0.4%
160,379
-1.9%
8.91%
+5109.9%
Q1 2017$22,764,000
+4.6%
163,493
-1.1%
0.17%
-98.1%
Q4 2016$21,769,000
+1.7%
165,386
-0.0%
8.92%
-4.5%
Q3 2016$21,415,000
+3.7%
165,443
-1.0%
9.34%
+1.3%
Q2 2016$20,654,000
+2.2%
167,068
+0.2%
9.23%
+1.6%
Q1 2016$20,210,000
+3.0%
166,713
+2.0%
9.08%
+8.0%
Q4 2015$19,621,000
+2.1%
163,365
-0.8%
8.41%
-5.6%
Q3 2015$19,218,000
-8.6%
164,726
-0.2%
8.91%
+114.1%
Q2 2015$21,033,000
-6.2%
165,056
-2.3%
4.16%
-50.8%
Q1 2015$22,415,000
+7.6%
168,921
+0.2%
8.46%
-5.1%
Q4 2014$20,832,000
+6.4%
168,606
+1.1%
8.91%
+2.6%
Q3 2014$19,570,000
-13.8%
166,828
-12.8%
8.69%
-14.8%
Q2 2014$22,693,000
+4.7%
191,230
+0.2%
10.20%
-4.7%
Q1 2014$21,671,000
+4.7%
190,805
+1.4%
10.71%
+7.3%
Q4 2013$20,708,000
+7.7%
188,225
+0.3%
9.97%
-0.6%
Q3 2013$19,227,000187,61510.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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