CIBC Private Wealth Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$230,665,599
-49.2%
1,107,691
-46.3%
0.55%
+9.9%
Q2 2023$454,386,942
+437.6%
2,063,894
+12.4%
0.50%
+428.7%
Q1 2023$84,522,660
-50.5%
1,835,758
+90.9%
0.09%
-83.6%
Q4 2022$170,592,996
-8.8%
961,647
-3.3%
0.57%
+13.7%
Q3 2022$186,954,000
+16.9%
994,548
+22.5%
0.50%
+21.4%
Q2 2022$159,945,000
-16.7%
812,030
+0.6%
0.42%
-1.0%
Q1 2022$192,076,000
-2.8%
807,582
+4.1%
0.42%
+2.2%
Q4 2021$197,688,000
+27.0%
775,948
+18.0%
0.41%
+13.3%
Q3 2021$155,693,000
+0.5%
657,599
+0.8%
0.36%
+1.7%
Q2 2021$154,842,000
+20.3%
652,378
+12.2%
0.36%
+9.9%
Q1 2021$128,697,000
+17.5%
581,443
+9.8%
0.32%
+11.7%
Q4 2020$109,538,000
+33.8%
529,756
+13.5%
0.29%
+15.5%
Q3 2020$81,874,000
+67.4%
466,604
+56.3%
0.25%
+5.5%
Q2 2020$48,920,000
+0.7%
298,450
-19.1%
0.24%
+14.4%
Q1 2020$48,559,000
-47.7%
368,850
-29.2%
0.21%
-31.4%
Q4 2019$92,783,000
+13.8%
520,725
+7.0%
0.30%
+5.6%
Q3 2019$81,564,000
+2.8%
486,652
+2.5%
0.29%
+3.2%
Q2 2019$79,361,000
+5.1%
474,751
+1.1%
0.28%
-4.5%
Q1 2019$75,476,000
+19.2%
469,527
+2.4%
0.29%
+3.2%
Q4 2018$63,335,000
-35.8%
458,346
-23.8%
0.28%
-24.6%
Q3 2018$98,711,000
+17.2%
601,201
+12.6%
0.37%
+9.0%
Q2 2018$84,201,000
+62.2%
534,139
+58.7%
0.34%
+51.8%
Q1 2018$51,906,000
+27.8%
336,594
+28.3%
0.23%
+31.4%
Q4 2017$40,615,000
+280.9%
262,407
+261.8%
0.17%
+251.0%
Q3 2017$10,662,000
+318.1%
72,535
+305.4%
0.05%
+206.2%
Q2 2017$2,550,000
+12.6%
17,893
+10.0%
0.02%
+14.3%
Q1 2017$2,264,00016,2610.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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