Sigma Planning Corp - 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
Sigma Planning Corp ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,701,046
-8.4%
27,377
-3.2%
0.21%
-4.5%
Q2 2023$6,225,872
-39.9%
28,278
-42.4%
0.22%
-34.9%
Q1 2023$10,352,797
-2.7%
49,084
-6.0%
0.34%
-9.5%
Q4 2022$10,637,103
+13.0%
52,191
+4.2%
0.38%
+5.8%
Q3 2022$9,412,000
-5.8%
50,071
-1.3%
0.36%
+3.5%
Q2 2022$9,995,000
-14.3%
50,743
+3.4%
0.35%
-0.9%
Q1 2022$11,668,000
-2.3%
49,058
+4.7%
0.35%
+5.1%
Q4 2021$11,939,000
+27.3%
46,863
+18.3%
0.33%
+18.1%
Q3 2021$9,377,000
+2.4%
39,605
+2.7%
0.28%
+3.3%
Q2 2021$9,157,000
+7.9%
38,578
+0.6%
0.27%
+0.7%
Q1 2021$8,486,000
+16.7%
38,340
+9.0%
0.27%
+9.7%
Q4 2020$7,271,000
+18.7%
35,165
+1.2%
0.25%
+1.6%
Q3 2020$6,128,000
+26.4%
34,765
+17.5%
0.24%
+14.1%
Q2 2020$4,850,000
+29.4%
29,588
+3.9%
0.21%
-4.5%
Q1 2020$3,749,000
-30.9%
28,478
-6.5%
0.22%
-2.6%
Q4 2019$5,426,000
+11.9%
30,450
+5.2%
0.23%
-1.7%
Q3 2019$4,851,000
+18.7%
28,945
+18.4%
0.23%
+10.4%
Q2 2019$4,088,000
+27.2%
24,455
+22.3%
0.21%
+15.3%
Q1 2019$3,215,000
+66.7%
20,002
+43.3%
0.18%
+30.7%
Q4 2018$1,929,000
-18.6%
13,963
-3.2%
0.14%
+0.7%
Q3 2018$2,369,000
+2.4%
14,430
-1.7%
0.14%
-10.3%
Q2 2018$2,313,000
+0.7%
14,674
-1.5%
0.16%
-7.7%
Q1 2018$2,297,000
+2.5%
14,895
+2.9%
0.17%
-2.9%
Q4 2017$2,241,000
+8.8%
14,478
+3.4%
0.17%
+1.8%
Q3 2017$2,059,000
+237.5%
14,008
+227.5%
0.17%
+198.2%
Q2 2017$610,000
+11.3%
4,277
+8.8%
0.06%
+7.5%
Q1 2017$548,000
+34.0%
3,932
+26.4%
0.05%
+17.8%
Q4 2016$409,000
-43.2%
3,110
-44.1%
0.04%
-47.1%
Q3 2016$720,000
+11.3%
5,565
+6.3%
0.08%
+1.2%
Q2 2016$647,000
+9.5%
5,233
+7.3%
0.08%
+3.7%
Q1 2016$591,000
-7.1%
4,877
-7.9%
0.08%
-9.0%
Q4 2015$636,000
+37.4%
5,295
+33.3%
0.09%
+21.9%
Q3 2015$463,000
+47.0%
3,971
+60.9%
0.07%
+69.8%
Q2 2015$315,000
+4.3%
2,468
+8.6%
0.04%
+7.5%
Q1 2015$302,000
+20.8%
2,273
+12.2%
0.04%
+21.2%
Q4 2014$250,0002,0260.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders