PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 239 filers reported holding VANGUARD INDEX FDS in Q2 2013. The put-call ratio across all filers is 1.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$23,949,549
-6.7%
115,009
-1.3%
2.27%
-4.6%
Q2 2023$25,658,219
+13.2%
116,544
+8.4%
2.38%
+8.8%
Q1 2023$22,673,317
+4.1%
107,497
+0.6%
2.19%
-1.3%
Q4 2022$21,786,930
-4.4%
106,898
-11.8%
2.22%
-11.8%
Q3 2022$22,795,000
-0.2%
121,261
+4.6%
2.51%
+1.5%
Q2 2022$22,833,000
-8.4%
115,920
+10.6%
2.48%
+4.9%
Q1 2022$24,931,000
-6.7%
104,821
-0.0%
2.36%
-9.9%
Q4 2021$26,713,000
+7.0%
104,851
-0.6%
2.62%
+1.2%
Q3 2021$24,971,000
-2.5%
105,469
-2.2%
2.58%
-2.0%
Q2 2021$25,608,000
+6.6%
107,892
-0.6%
2.64%
-10.7%
Q1 2021$24,030,000
+4.8%
108,564
-2.1%
2.96%
-5.6%
Q4 2020$22,924,000
+12.8%
110,865
-3.8%
3.13%
-1.5%
Q3 2020$20,316,000
+5.9%
115,259
-1.5%
3.18%
+1.3%
Q2 2020$19,179,000
+45.0%
117,012
+10.8%
3.14%
+19.6%
Q1 2020$13,229,000
+68.2%
105,590
+139.2%
2.62%
+103.6%
Q4 2019$7,864,000
+5.5%
44,136
-0.8%
1.29%
-1.7%
Q3 2019$7,455,000
-1.1%
44,481
-0.7%
1.31%
-5.1%
Q2 2019$7,539,000
+0.7%
44,785
-2.7%
1.38%
-3.2%
Q1 2019$7,485,000
+17.2%
46,030
-0.5%
1.43%
+4.5%
Q4 2018$6,389,000
-17.4%
46,240
-2.1%
1.36%
-14.3%
Q3 2018$7,736,000
+2.7%
47,227
-1.1%
1.59%
+0.1%
Q2 2018$7,536,000
+2.8%
47,771
-1.1%
1.59%
+0.1%
Q1 2018$7,334,000
-7.2%
48,326
-3.4%
1.59%
-4.6%
Q4 2017$7,903,000
+3.7%
50,035
-3.5%
1.67%
-0.1%
Q3 2017$7,619,000
+0.2%
51,833
-0.4%
1.67%
-4.0%
Q2 2017$7,605,000
+6.1%
52,049
-0.4%
1.74%0.0%
Q1 2017$7,167,000
+0.8%
52,266
-1.3%
1.74%
-2.4%
Q4 2016$7,108,000
+6.4%
52,967
-0.2%
1.78%
+0.2%
Q3 2016$6,679,000
-2.0%
53,079
-0.7%
1.78%
-2.7%
Q2 2016$6,816,000
-0.1%
53,446
-4.6%
1.82%
-3.6%
Q1 2016$6,822,000
+11.6%
56,049
+0.1%
1.89%
+2.4%
Q4 2015$6,113,000
-10.0%
55,973
-1.2%
1.85%
-6.7%
Q3 2015$6,794,000
-6.7%
56,676
+0.2%
1.98%
-1.5%
Q2 2015$7,284,000
-3.3%
56,582
-2.2%
2.01%
-2.3%
Q1 2015$7,529,000
+4.7%
57,856
-2.2%
2.06%
-0.0%
Q4 2014$7,192,000
+3.1%
59,140
-4.9%
2.06%
-2.2%
Q3 2014$6,975,000
-6.5%
62,179
-1.5%
2.11%
-5.3%
Q2 2014$7,458,000
+4.6%
63,126
-0.8%
2.23%
-0.7%
Q1 2014$7,132,000
-0.1%
63,635
-2.9%
2.24%
-5.4%
Q4 2013$7,140,000
+8.6%
65,537
+3.3%
2.37%
+1.8%
Q3 2013$6,572,000
+2.4%
63,446
-1.6%
2.33%
-0.3%
Q2 2013$6,417,00064,4712.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2013
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders