Valmark Advisers, Inc. - 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
Valmark Advisers, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,477,720
-4.7%
31,107
+0.8%
0.13%
-2.9%
Q2 2023$6,794,220
+1.8%
30,860
-2.5%
0.14%
-4.2%
Q1 2023$6,675,505
-2.0%
31,649
-5.3%
0.14%
-8.3%
Q4 2022$6,812,411
+6.4%
33,425
-1.9%
0.16%
+21.7%
Q3 2022$6,402,000
-20.6%
34,056
-16.8%
0.13%
-17.3%
Q2 2022$8,063,000
-36.4%
40,938
-23.2%
0.16%
-30.0%
Q1 2022$12,686,000
+85.6%
53,337
+98.8%
0.22%
+89.0%
Q4 2021$6,834,000
-0.6%
26,826
-7.6%
0.12%
-6.3%
Q3 2021$6,874,000
+6.4%
29,036
+6.7%
0.13%
+6.8%
Q2 2021$6,462,000
+12.8%
27,225
+5.2%
0.12%
+7.3%
Q1 2021$5,727,000
+10.8%
25,873
+3.5%
0.11%
+4.8%
Q4 2020$5,171,000
+29.6%
25,007
+10.5%
0.10%
+15.4%
Q3 2020$3,989,000
+25.9%
22,631
+17.0%
0.09%
+21.3%
Q2 2020$3,169,000
+19.9%
19,336
-3.7%
0.08%
+8.7%
Q1 2020$2,643,000
-22.2%
20,073
+5.2%
0.07%
-6.8%
Q4 2019$3,398,000
+14.1%
19,073
+7.3%
0.07%
+12.1%
Q3 2019$2,979,000
+5.7%
17,777
+5.5%
0.07%
+6.5%
Q2 2019$2,818,000
+13.0%
16,858
+8.6%
0.06%
+10.7%
Q1 2019$2,494,000
+32.4%
15,518
+13.9%
0.06%
+24.4%
Q4 2018$1,883,000
-15.7%
13,624
+0.1%
0.04%
-8.2%
Q3 2018$2,234,000
+7.7%
13,605
+3.4%
0.05%
+6.5%
Q2 2018$2,074,000
+6.1%
13,154
+3.8%
0.05%
+7.0%
Q1 2018$1,954,000
+1.2%
12,674
+1.6%
0.04%
+4.9%
Q4 2017$1,931,00012,4750.04%
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