B. Riley Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,234,583
+15.7%
39,544
+22.3%
0.22%
+39.4%
Q2 2023$7,119,149
-9.4%
32,336
-13.2%
0.16%
-23.4%
Q1 2023$7,854,798
+8.2%
37,241
+4.5%
0.21%
+3.0%
Q4 2022$7,260,167
+42.9%
35,622
+31.8%
0.20%
+32.7%
Q3 2022$5,080,000
+141.1%
27,024
+152.6%
0.15%
+71.9%
Q2 2022$2,107,000
-20.9%
10,700
-4.5%
0.09%
+2.3%
Q1 2022$2,665,000
-24.3%
11,205
-18.9%
0.09%
-13.9%
Q4 2021$3,521,000
+9.6%
13,815
+1.8%
0.10%
-1.0%
Q3 2021$3,214,000
+0.3%
13,572
-0.1%
0.10%
-1.9%
Q2 2021$3,203,000
+27.4%
13,587
+18.7%
0.10%
+16.9%
Q1 2021$2,514,000
+70.6%
11,445
+60.7%
0.09%
+12.7%
Q4 2020$1,474,000
-74.9%
7,122
-78.7%
0.08%
-74.8%
Q3 2020$5,875,000
+11.0%
33,464
+3.6%
0.31%
-11.6%
Q2 2020$5,293,000
+14.3%
32,287
-8.2%
0.35%
-10.4%
Q1 2020$4,629,000
+354.3%
35,155
+515.1%
0.40%
+354.0%
Q4 2019$1,019,000
+8.1%
5,715
+1.6%
0.09%
-6.5%
Q3 2019$943,000
+1.0%
5,627
+0.7%
0.09%
-8.8%
Q2 2019$934,000
-5.3%
5,586
-8.9%
0.10%
-17.1%
Q1 2019$986,000
+19.8%
6,129
+2.9%
0.12%
+5.1%
Q4 2018$823,000
-23.2%
5,956
-8.8%
0.12%
-8.6%
Q3 2018$1,072,000
+3.7%
6,529
-0.4%
0.13%
-6.6%
Q2 2018$1,034,000
+10.0%
6,557
+7.6%
0.14%
+3.8%
Q1 2018$940,000
+17.5%
6,096
+18.1%
0.13%
+22.2%
Q4 2017$800,000
-8.9%
5,163
-13.5%
0.11%
-26.0%
Q3 2017$878,000
+7.3%
5,967
+4.0%
0.15%
-1.4%
Q2 2017$818,000
+17.9%
5,736
+15.2%
0.15%
+7.2%
Q1 2017$694,000
+6.0%
4,979
+0.1%
0.14%
+3.8%
Q4 2016$655,000
-18.8%
4,974
-20.2%
0.13%
-15.8%
Q3 2016$807,000
+23.6%
6,233
+18.1%
0.16%
+20.6%
Q2 2016$653,000
+8.5%
5,278
+6.3%
0.13%
-5.8%
Q1 2016$602,000
+13.2%
4,964
+12.1%
0.14%
+28.7%
Q4 2015$532,000
+3.1%
4,428
+0.1%
0.11%
-12.9%
Q3 2015$516,000
-1.0%
4,422
+8.4%
0.12%
-3.9%
Q2 2015$521,000
-2.3%
4,079
+1.6%
0.13%
-0.8%
Q1 2015$533,000
-82.6%
4,013
+2.3%
0.13%
+97.0%
Q4 2014$3,072,000
+246.7%
3,924
-48.0%
0.07%
-51.1%
Q3 2014$886,000
-99.8%
7,548
+101.9%
0.14%
+29.8%
Q2 2014$443,559,000
+256292.5%
3,738
+145.6%
0.10%
+100.0%
Q1 2014$173,000
+6.8%
1,522
+3.5%
0.05%0.0%
Q4 2013$162,000
+8.7%
1,471
+1.2%
0.05%
+2.0%
Q3 2013$149,0001,4530.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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