Roundview Capital LLC - 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
Roundview Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,951,698
+1.4%
28,581
+7.2%
0.60%
+4.4%
Q2 2023$5,868,073
+11.7%
26,654
+7.0%
0.57%
+4.4%
Q1 2023$5,252,521
+8.3%
24,903
+4.7%
0.55%
-0.7%
Q4 2022$4,848,912
+17.3%
23,791
+8.2%
0.55%
+5.9%
Q3 2022$4,133,000
-3.3%
21,987
+1.3%
0.52%
+2.0%
Q2 2022$4,276,000
-13.6%
21,710
+4.4%
0.51%
+0.8%
Q1 2022$4,947,000
+3.0%
20,801
+10.4%
0.51%
+6.1%
Q4 2021$4,802,000
+15.8%
18,850
+7.6%
0.48%
+4.8%
Q3 2021$4,146,000
+3.3%
17,513
+3.6%
0.46%
+2.0%
Q2 2021$4,014,000
+12.3%
16,911
+4.7%
0.45%
-0.4%
Q1 2021$3,575,000
+11.3%
16,152
+4.0%
0.45%
+2.5%
Q4 2020$3,211,000
+20.2%
15,527
+2.5%
0.44%
+4.8%
Q3 2020$2,671,000
+15.6%
15,152
+7.5%
0.42%
+6.6%
Q2 2020$2,311,000
+43.5%
14,099
+15.2%
0.39%
+15.2%
Q1 2020$1,611,000
+3.2%
12,234
+39.6%
0.34%
+14.8%
Q4 2019$1,561,000
+12.6%
8,761
+5.9%
0.30%
-0.7%
Q3 2019$1,386,000
+0.4%
8,270
+0.2%
0.30%
-3.9%
Q2 2019$1,380,000
+7.7%
8,254
+3.6%
0.31%
+2.3%
Q1 2019$1,281,000
+16.7%
7,968
+0.2%
0.30%
-1.3%
Q4 2018$1,098,000
-15.9%
7,949
-0.0%
0.31%
-4.3%
Q3 2018$1,305,000
-4.9%
7,950
-8.6%
0.32%
-10.6%
Q2 2018$1,372,000
-0.2%
8,702
-2.4%
0.36%
-7.0%
Q1 2018$1,375,000
+2.6%
8,917
+3.0%
0.39%
+11.8%
Q4 2017$1,340,000
-25.8%
8,659
-30.6%
0.35%
+32.6%
Q3 2017$1,806,000
+101.8%
12,476
+98.6%
0.26%0.0%
Q2 2017$895,000
+3.1%
6,282
+0.7%
0.26%
-3.0%
Q1 2017$868,000
+5.9%
6,237
+0.1%
0.27%
+2.3%
Q4 2016$820,000
+55.9%
6,232
+53.2%
0.26%
+41.4%
Q3 2016$526,000
+28.6%
4,067
+22.9%
0.19%
+23.2%
Q2 2016$409,000
+47.7%
3,309
+44.8%
0.15%
+46.6%
Q1 2016$277,000
+35.8%
2,285
+34.8%
0.10%
+27.2%
Q4 2015$204,000
-5.6%
1,6950.0%0.08%0.0%
Q2 2015$216,000
+4.9%
1,695
+9.4%
0.08%
-1.2%
Q1 2015$206,0001,5500.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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