ELM ADVISORS, LLC - 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
ELM ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$1,653,000
-51.3%
6,951
-47.8%
2.23%
+18.3%
Q4 2021$3,393,000
+10.8%
13,319
+2.9%
1.89%
+2.9%
Q3 2021$3,063,000
-1.5%
12,939
-1.2%
1.83%
+0.7%
Q2 2021$3,109,000
+6.1%
13,100
-1.0%
1.82%
-0.1%
Q1 2021$2,929,000
+1.7%
13,234
-5.0%
1.82%
+3.6%
Q4 2020$2,880,000
+4.7%
13,930
-10.7%
1.76%
-7.1%
Q3 2020$2,750,000
+9.0%
15,604
+1.3%
1.89%
+6.3%
Q2 2020$2,524,000
+37.8%
15,399
+10.7%
1.78%
+18.7%
Q1 2020$1,831,000
-22.6%
13,910
+4.7%
1.50%
+0.5%
Q4 2019$2,367,000
+11.4%
13,285
+4.8%
1.49%
+3.3%
Q3 2019$2,124,000
-4.0%
12,675
-4.3%
1.44%
-4.4%
Q2 2019$2,213,000
+6.7%
13,240
+2.6%
1.51%
+3.8%
Q1 2019$2,074,000
+17.8%
12,905
+1.3%
1.46%
+2.4%
Q4 2018$1,761,000
-16.0%
12,743
-0.2%
1.42%
+1.4%
Q3 2018$2,096,000
+3.1%
12,768
-1.0%
1.40%
-10.1%
Q2 2018$2,033,000
-1.6%
12,898
-3.7%
1.56%
-2.3%
Q1 2018$2,066,000
+1.0%
13,398
+1.4%
1.60%
+4.7%
Q4 2017$2,045,000
+8.5%
13,213
+3.1%
1.53%
+2.3%
Q3 2017$1,884,000
+0.1%
12,813
-3.0%
1.49%
-3.2%
Q2 2017$1,883,000
+3.3%
13,213
+0.9%
1.54%
+1.2%
Q1 2017$1,823,000
+13.4%
13,095
+7.3%
1.52%
+5.3%
Q4 2016$1,607,000
+9.0%
12,205
+7.2%
1.45%
+5.9%
Q3 2016$1,474,000
+6.3%
11,385
+1.6%
1.37%
+3.7%
Q2 2016$1,386,000
-2.2%
11,210
-4.1%
1.32%
-4.1%
Q1 2016$1,417,000
+4.6%
11,690
+3.6%
1.37%
+2.8%
Q4 2015$1,355,000
+7.7%
11,280
+4.6%
1.34%
+2.5%
Q3 2015$1,258,000
-7.5%
10,780
+1.0%
1.30%
+1.9%
Q2 2015$1,360,000
-3.2%
10,670
+0.8%
1.28%
-1.5%
Q1 2015$1,405,000
+6.2%
10,590
-1.1%
1.30%
+7.5%
Q4 2014$1,323,000
+5.3%
10,7050.0%1.21%
+1.5%
Q3 2014$1,256,000
-1.4%
10,705
-0.3%
1.19%
+0.2%
Q2 2014$1,274,000
+4.8%
10,735
+0.2%
1.19%
+1.4%
Q1 2014$1,216,000
+6.8%
10,710
+3.5%
1.17%
+6.3%
Q4 2013$1,139,00010,3501.10%
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