ATLAS CAPITAL ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,538,060
-6.1%
7,386
-0.7%
0.25%
+2.0%
Q2 2023$1,637,109
+19.5%
7,436
+14.5%
0.25%
+14.8%
Q1 2023$1,370,347
-6.1%
6,497
-9.3%
0.22%
-11.8%
Q4 2022$1,459,687
-99.9%
7,162
+24.6%
0.24%
+24.4%
Q3 2022$1,080,885,000
-44.3%
5,750
-41.6%
0.20%
-40.1%
Q2 2022$1,939,760,000
+225.8%
9,848
+293.4%
0.33%
+257.6%
Q1 2022$595,314,000
-3.7%
2,503
+3.1%
0.09%0.0%
Q4 2021$618,326,000
+7.6%
2,4270.0%0.09%0.0%
Q3 2021$574,616,000
-5.2%
2,427
-5.0%
0.09%
-9.8%
Q2 2021$606,191,000
+25.3%
2,554
+16.8%
0.10%
+8.5%
Q1 2021$483,849,000
+7.1%
2,186
+0.0%
0.09%
-1.1%
Q4 2020$451,792,000
+35.8%
2,185
+15.8%
0.10%
+20.3%
Q3 2020$332,602,000
-5.7%
1,887
-12.3%
0.08%
-4.8%
Q2 2020$352,734,000
+31.1%
2,152
+5.3%
0.08%
+3.8%
Q1 2020$268,961,000
-41.4%
2,043
-20.8%
0.08%
-29.8%
Q4 2019$459,348,000
+13.5%
2,578
+6.8%
0.11%
-6.6%
Q3 2019$404,586,000
+11.6%
2,414
+11.3%
0.12%
+2.5%
Q2 2019$362,402,000
-11.0%
2,168
-14.4%
0.12%
-19.0%
Q1 2019$407,340,000
+9.8%
2,534
-5.7%
0.15%
-1.3%
Q4 2018$371,151,000
+58.2%
2,686
+87.0%
0.15%
+91.0%
Q3 2018$234,599,000
+31.5%
1,436
+30.4%
0.08%
+23.8%
Q2 2018$178,373,000
-23.5%
1,101
-27.2%
0.06%
-12.5%
Q1 2018$233,166,0001,5120.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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