Asset Dedication, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,820 filers reported holding VANGUARD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.92 and the average weighting 0.9%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$975,778
+100185.5%
4,030
+3.1%
0.07%
-6.8%
Q1 2024$973
-8.8%
3,907
-15.0%
0.07%
-16.1%
Q4 2023$1,067
+11.5%
4,599
+0.0%
0.09%
+6.1%
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 Q1 2024
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 994,940$177,278,00017.25%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 126,697$22,585,00016.77%
TL Private Wealth 87,762$16,054,00013.88%
Riverpoint Wealth Management Holdings, LLC 185,788$33,104,00013.14%
Cornerstone Advisors, Inc. 567,745$101,161,00012.26%
Paracle Advisors, LLC 282,318$50,303,00011.71%
SEARCY FINANCIAL SERVICES INC /ADV 86,657$15,440,00011.08%
Northwest Quadrant Wealth Management, LLC 130,644$23,175,0009.56%
McIlrath & Eck, LLC 110,194$19,634,0009.42%
Nadler Financial Group, Inc. 207,285$36,934,0009.12%
View complete list of VANGUARD INDEX FDS shareholders