Truepoint, 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
Truepoint, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,064,090
-7.0%
9,912
-1.7%
0.07%
-10.8%
Q2 2023$2,220,344
+4.6%
10,085
+0.2%
0.07%
+1.4%
Q1 2023$2,122,757
+3.4%
10,064
-0.1%
0.07%
-1.4%
Q4 2022$2,052,277
+11.8%
10,070
+3.1%
0.07%
-21.3%
Q3 2022$1,835,000
-5.6%
9,763
-1.1%
0.09%
-6.9%
Q2 2022$1,944,000
-17.3%
9,872
-0.1%
0.10%
-9.0%
Q1 2022$2,350,000
-1.8%
9,880
+5.2%
0.11%
-0.9%
Q4 2021$2,392,000
+8.9%
9,388
+1.2%
0.11%
+1.8%
Q3 2021$2,196,000
-1.9%
9,274
-1.7%
0.11%
-11.3%
Q2 2021$2,239,000
+140.5%
9,433
+124.2%
0.12%
+113.8%
Q1 2021$931,000
+5.1%
4,208
-1.8%
0.06%
-1.7%
Q4 2020$886,000
+6.6%
4,286
-8.1%
0.06%
-6.3%
Q4 2019$831,000
+6.3%
4,6660.0%0.06%
-7.4%
Q3 2019$782,000
-0.6%
4,666
-0.8%
0.07%
+7.9%
Q2 2019$787,000
-3.2%
4,706
-7.0%
0.06%
-8.7%
Q1 2019$813,000
+27.8%
5,060
+10.0%
0.07%
+13.1%
Q4 2018$636,000
-15.9%
4,601
-0.1%
0.06%
-6.2%
Q3 2018$756,000
-3.4%
4,606
-7.3%
0.06%
-7.1%
Q2 2018$783,000
-84.2%
4,967
+548.4%
0.07%
+79.5%
Q1 2018$4,967,000
+507.2%
766
-85.5%
0.04%
-49.4%
Q4 2017$818,000
-46.6%
5,284
-49.3%
0.08%
-48.7%
Q3 2017$1,532,000
+236.0%
10,421
+230.6%
0.15%
+226.1%
Q2 2017$456,000
+104.5%
3,152
+96.8%
0.05%
+91.7%
Q1 2017$223,000
+1.8%
1,6020.0%0.02%0.0%
Q4 2016$219,000
+5.8%
1,6020.0%0.02%
-4.0%
Q3 2016$207,0001,6020.02%
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