Asset Dedication, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 770 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 3.73 and the average weighting 0.8%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$957
-5.6%
4,598
+0.0%
0.08%
-4.7%
Q2 2023$1,014
+17.1%
4,597
+12.0%
0.09%
+7.5%
Q1 2023$866
+6.8%
4,103
+3.2%
0.08%
-2.4%
Q4 2022$811
-99.9%
3,974
+0.5%
0.08%0.0%
Q3 2022$744,000
-21.9%
3,953
-1.4%
0.08%
-22.6%
Q1 2022$953,000
-8.2%
4,009
-1.6%
0.11%
-15.2%
Q4 2021$1,038,000
+10.9%
4,074
+3.2%
0.12%
+1.6%
Q3 2021$936,000
+50.0%
3,949
+50.1%
0.12%
+32.3%
Q2 2021$624,000
+62.1%
2,631
+50.6%
0.09%
+6.9%
Q1 2021$385,000
+2.9%
1,747
-3.7%
0.09%
+16.0%
Q4 2020$374,000
+17.2%
1,814
+0.1%
0.08%
+7.1%
Q3 2020$319,000
+7.0%
1,812
+0.1%
0.07%
-13.6%
Q2 2020$298,000
+23.7%
1,811
-0.8%
0.08%
+12.5%
Q1 2020$241,000
-35.9%
1,825
-13.8%
0.07%
-32.1%
Q4 2019$376,000
+7.1%
2,117
+1.3%
0.11%
-9.4%
Q3 2019$351,000
+0.6%
2,090
+0.0%
0.12%
+3.5%
Q2 2019$349,000
+30.7%
2,089
+25.2%
0.11%
+21.5%
Q1 2019$267,000
+7.7%
1,668
-6.6%
0.09%
-8.8%
Q4 2018$248,000
+62.1%
1,786
+91.4%
0.10%
+78.9%
Q3 2018$153,000
+10.1%
933
+6.3%
0.06%
+21.3%
Q2 2018$139,000
+152.7%
878
+144.6%
0.05%
+74.1%
Q1 2018$55,000
-3.5%
359
-1.6%
0.03%
+17.4%
Q4 2017$57,000
+7.5%
365
+1.7%
0.02%
-11.5%
Q3 2017$53,000
-17.2%
359
-20.2%
0.03%
-18.8%
Q2 2017$64,000
+73.0%
450
+67.9%
0.03%
+60.0%
Q1 2017$37,000
-44.8%
268
-47.8%
0.02%
-48.7%
Q4 2016$67,0000.0%513
+0.2%
0.04%
-7.1%
Q3 2016$67,000
+6.3%
512
+0.2%
0.04%
-4.5%
Q2 2016$63,000
+1.6%
511
+0.2%
0.04%
-4.3%
Q1 2016$62,000
-43.1%
510
-43.9%
0.05%
-36.1%
Q4 2015$109,0009090.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders