Twele Capital Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
Twele Capital Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,591,201
-5.5%
65,267
-0.1%
2.33%
+0.6%
Q2 2023$14,380,852
+29.8%
65,320
+24.4%
2.32%
+28.1%
Q1 2023$11,076,675
+12.6%
52,516
+8.8%
1.81%
+12.1%
Q4 2022$9,839,539
+8.5%
48,278
+0.0%
1.62%
+3.1%
Q3 2022$9,072,000
-3.9%
48,258
+0.7%
1.57%
+5.4%
Q2 2022$9,443,000
-15.3%
47,939
+2.2%
1.49%
-1.5%
Q1 2022$11,154,000
+3.2%
46,897
+10.6%
1.51%
+10.6%
Q4 2021$10,804,000
+9.8%
42,407
+2.0%
1.36%
+5.3%
Q3 2021$9,841,000
+2.6%
41,565
+2.9%
1.30%
-12.8%
Q2 2021$9,587,000
+14.4%
40,393
+6.6%
1.49%
+10.8%
Q1 2021$8,383,000
+5.5%
37,876
-1.5%
1.34%
-5.8%
Q4 2020$7,948,000
+15.3%
38,439
-1.7%
1.42%
+6.6%
Q3 2020$6,891,000
-2.6%
39,096
-9.4%
1.34%
-5.4%
Q2 2020$7,076,000
+10.0%
43,172
-11.6%
1.41%
+0.4%
Q1 2020$6,432,000
-23.3%
48,858
+3.8%
1.41%
-10.3%
Q4 2019$8,387,000
+6.2%
47,072
-0.1%
1.57%
+0.7%
Q3 2019$7,897,000
+0.3%
47,1200.0%1.56%
-1.3%
Q2 2019$7,877,000
-8.7%
47,120
-12.2%
1.58%
-16.5%
Q1 2019$8,630,000
+15.7%
53,683
-0.5%
1.89%
+9.4%
Q4 2018$7,456,000
-15.9%
53,957
-0.0%
1.73%
-14.3%
Q3 2018$8,863,000
+3.9%
53,982
-0.3%
2.02%
+1.8%
Q2 2018$8,533,000
+2.2%
54,130
-0.1%
1.98%
+2.6%
Q1 2018$8,352,000
-0.4%
54,159
-0.1%
1.93%
+0.8%
Q4 2017$8,389,000
+5.3%
54,1990.0%1.92%
+0.4%
Q3 2017$7,967,000
-3.2%
54,199
-6.1%
1.91%
-6.9%
Q2 2017$8,230,000
-30.7%
57,746
-32.3%
2.05%
-33.2%
Q1 2017$11,875,000
+1.5%
85,282
-4.1%
3.07%
-1.8%
Q4 2016$11,703,000
+2.1%
88,912
+0.4%
3.12%
+1.0%
Q3 2016$11,465,000
+4.7%
88,5770.0%3.09%
+1.5%
Q2 2016$10,951,000
+2.2%
88,577
+0.2%
3.05%
-1.1%
Q1 2016$10,713,000
+2.1%
88,372
+1.1%
3.08%
-3.0%
Q4 2015$10,497,000
-3.0%
87,391
-5.8%
3.18%
-1.5%
Q3 2015$10,821,000
-8.6%
92,745
-0.2%
3.23%
-4.2%
Q2 2015$11,839,000
-4.1%
92,907
-0.1%
3.37%
-3.8%
Q1 2015$12,344,000
+7.2%
93,022
-0.2%
3.50%
+5.1%
Q4 2014$11,518,000
-9.7%
93,216
-14.3%
3.33%
-12.4%
Q3 2014$12,761,000
-1.0%
108,779
+0.1%
3.80%
-1.0%
Q2 2014$12,892,000
+4.7%
108,640
+0.2%
3.84%
+3.0%
Q1 2014$12,310,000
+5.3%
108,380
+2.0%
3.73%
+1.4%
Q4 2013$11,695,000
+34.8%
106,300
+25.6%
3.68%
+29.6%
Q3 2013$8,675,000
+15.2%
84,645
+6.9%
2.84%
+9.4%
Q2 2013$7,530,00079,1452.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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