Lee Financial Co - 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
Lee Financial Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$86,837
-5.4%
4170.0%0.02%0.0%
Q2 2023$91,807
-7.4%
417
-11.3%
0.02%
-5.9%
Q1 2023$99,133
+3.7%
470
+0.2%
0.02%
+6.2%
Q4 2022$95,587
+8.6%
4690.0%0.02%0.0%
Q3 2022$88,000
+1.1%
469
+5.6%
0.02%0.0%
Q2 2022$87,000
-17.9%
4440.0%0.02%
-15.8%
Q1 2022$106,000
-24.3%
444
-19.3%
0.02%
-26.9%
Q4 2021$140,000
+2.9%
550
-4.0%
0.03%
-7.1%
Q3 2021$136,000
+15.3%
573
+15.1%
0.03%
+12.0%
Q2 2021$118,000
+7.3%
4980.0%0.02%
-3.8%
Q1 2021$110,000
+6.8%
4980.0%0.03%
-3.7%
Q4 2020$103,000
+17.0%
4980.0%0.03%
+8.0%
Q3 2020$88,000
-4.3%
498
-10.9%
0.02%
-3.8%
Q2 2020$92,000
+338.1%
559
+253.8%
0.03%
+271.4%
Q1 2020$21,000
-25.0%
1580.0%0.01%
+16.7%
Q4 2019$28,000
+7.7%
1580.0%0.01%0.0%
Q3 2019$26,000
-61.2%
158
-60.6%
0.01%
-60.0%
Q2 2019$67,000
+4.7%
4010.0%0.02%0.0%
Q1 2019$64,000
+16.4%
4010.0%0.02%0.0%
Q4 2018$55,000
-16.7%
4010.0%0.02%
-6.2%
Q3 2018$66,000
-68.3%
401
-69.7%
0.02%
-67.3%
Q2 2018$208,000
+2.0%
1,322
+0.2%
0.05%
-5.8%
Q1 2018$204,000
+229.0%
1,319
+228.9%
0.05%
+188.9%
Q4 2017$62,000
+5.1%
4010.0%0.02%
-5.3%
Q3 2017$59,000
+3.5%
4010.0%0.02%
-9.5%
Q2 2017$57,000
+1.8%
4010.0%0.02%
-4.5%
Q1 2017$56,000
+5.7%
4010.0%0.02%
-26.7%
Q4 2016$53,0004010.03%
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