ASSETMARK, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$63,757,754
-1.6%
306,174
+4.0%
0.26%
+0.4%
Q2 2023$64,813,343
+7.7%
294,392
+3.2%
0.25%
+2.0%
Q1 2023$60,160,642
+5.1%
285,230
+1.6%
0.25%
+0.4%
Q4 2022$57,230,795
+7.4%
280,805
-0.9%
0.25%
-0.4%
Q3 2022$53,290,000
-3.6%
283,486
+1.0%
0.25%
+0.4%
Q2 2022$55,270,000
-16.5%
280,602
+0.9%
0.25%
-10.5%
Q1 2022$66,170,000
+8.4%
278,214
+16.1%
0.28%
+10.4%
Q4 2021$61,068,000
+10.9%
239,699
+3.1%
0.25%
+1.6%
Q3 2021$55,055,000
+4.8%
232,534
+5.0%
0.25%
+1.2%
Q2 2021$52,543,000
+14.6%
221,372
+6.9%
0.24%
+3.4%
Q1 2021$45,836,000
+12.1%
207,084
+4.7%
0.24%
+3.5%
Q4 2020$40,895,000
+17.0%
197,786
-0.3%
0.23%
+0.9%
Q3 2020$34,954,000
+8.0%
198,327
+1.5%
0.23%
-2.6%
Q2 2020$32,364,000
+24.8%
195,387
-0.7%
0.23%
+5.5%
Q1 2020$25,926,000
-3.0%
196,861
+31.2%
0.22%
+8.4%
Q4 2019$26,736,000
+9.8%
150,063
+3.3%
0.20%
-0.5%
Q3 2019$24,343,000
+3582.8%
145,256
+3550.6%
0.20%
+3980.0%
Q2 2019$661,000
+2.5%
3,979
-1.2%
0.01%
-16.7%
Q1 2019$645,000
+22.2%
4,029
+4.7%
0.01%
+20.0%
Q4 2018$528,000
-13.6%
3,849
+3.6%
0.01%
-16.7%
Q3 2018$611,000
+6.8%
3,715
+2.2%
0.01%0.0%
Q2 2018$572,000
+51.7%
3,634
+47.4%
0.01%
+50.0%
Q1 2018$377,000
-91.8%
2,465
-91.7%
0.00%
-91.7%
Q4 2017$4,614,000
+9.9%
29,811
+3.9%
0.05%0.0%
Q3 2017$4,200,000
+4.6%
28,685
+1.6%
0.05%
-5.9%
Q2 2017$4,016,000
+10.1%
28,225
+7.8%
0.05%
+6.2%
Q1 2017$3,647,000
+8.6%
26,182
+2.7%
0.05%
-2.0%
Q4 2016$3,357,000
+9.6%
25,501
+6.9%
0.05%
+4.3%
Q3 2016$3,063,000
+11.5%
23,855
+5.7%
0.05%
+2.2%
Q2 2016$2,748,000
+5.0%
22,577
+4.0%
0.05%0.0%
Q1 2016$2,618,000
+18.0%
21,715
+18.2%
0.05%
+12.2%
Q4 2015$2,219,000
-43.0%
18,369
-46.1%
0.04%0.0%
Q3 2015$3,896,000
-85.1%
34,100
-83.4%
0.04%
-92.5%
Q2 2015$26,206,000
+1390.7%
205,727
+1416.2%
0.55%
+1375.7%
Q1 2015$1,758,000
+16.7%
13,569
+12.2%
0.04%
+12.1%
Q4 2014$1,507,000
-78.0%
12,095
-79.2%
0.03%
-79.1%
Q3 2014$6,844,000
+61.3%
58,275
+63.0%
0.16%
+75.6%
Q2 2014$4,242,000
+369.2%
35,749
+348.9%
0.09%
+309.1%
Q1 2014$904,000
+55.9%
7,963
+51.1%
0.02%
+57.1%
Q4 2013$580,000
+70.6%
5,271
+58.9%
0.01%
+55.6%
Q3 2013$340,0003,3170.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders