TD Capital Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
TD Capital Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,188,467
-7.0%
34,520
-1.7%
0.88%
-4.6%
Q2 2023$7,728,677
+4.6%
35,105
+0.2%
0.92%
+0.9%
Q1 2023$7,389,983
+4.6%
35,037
+1.1%
0.92%
-1.1%
Q4 2022$7,066,473
+8.7%
34,672
+0.3%
0.92%
+2.5%
Q3 2022$6,499,000
-4.5%
34,572
+0.1%
0.90%
-2.2%
Q2 2022$6,802,000
-17.7%
34,534
-0.7%
0.92%
-6.6%
Q1 2022$8,269,000
-7.5%
34,767
-1.0%
0.99%
-2.2%
Q4 2021$8,944,000
+7.7%
35,105
+0.1%
1.01%
-0.6%
Q3 2021$8,301,000
-0.1%
35,059
+0.1%
1.02%
-2.1%
Q2 2021$8,313,000
+7.4%
35,026
+0.1%
1.04%
+1.1%
Q1 2021$7,741,000
+7.2%
34,974
+0.1%
1.03%
+2.9%
Q4 2020$7,224,000
+17.6%
34,936
+0.2%
1.00%
+7.7%
Q3 2020$6,144,000
+7.7%
34,858
+0.2%
0.93%
-1.1%
Q2 2020$5,703,000
+24.4%
34,793
-0.1%
0.94%
+11.2%
Q1 2020$4,585,000
-28.6%
34,824
-3.4%
0.84%
-19.7%
Q4 2019$6,425,000
+7.5%
36,060
+1.1%
1.05%
-1.9%
Q3 2019$5,975,000
-0.7%
35,653
-0.9%
1.07%
-12.4%
Q2 2019$6,015,000
+4.0%
35,982
-0.0%
1.22%
+0.2%
Q1 2019$5,785,000
+15.3%
35,990
-0.9%
1.22%
-1.4%
Q4 2018$5,016,000
-15.7%
36,303
+0.2%
1.24%
-19.4%
Q3 2018$5,949,000
+4.1%
36,230
-0.0%
1.53%
-1.9%
Q2 2018$5,712,000
+2.4%
36,237
+0.2%
1.56%
-2.5%
Q1 2018$5,579,000
-2.8%
36,177
-2.4%
1.60%
+2.0%
Q4 2017$5,737,000
+4.4%
37,069
-0.9%
1.57%
-0.8%
Q3 2017$5,497,000
+3.0%
37,393
-0.2%
1.58%
-0.5%
Q2 2017$5,339,000
+3.1%
37,462
+0.8%
1.59%
+4.5%
Q1 2017$5,177,000
+2.5%
37,178
-3.1%
1.52%
-1.5%
Q4 2016$5,050,000
-0.6%
38,365
-2.2%
1.55%
+1.4%
Q3 2016$5,078,000
+4.4%
39,230
-0.3%
1.53%
+0.2%
Q2 2016$4,866,000
-6.1%
39,357
-7.9%
1.52%
-9.3%
Q1 2016$5,180,000
-27.0%
42,726
-27.6%
1.68%
-23.5%
Q4 2015$7,092,000
-0.6%
59,047
-3.5%
2.20%
+0.5%
Q3 2015$7,136,000
-43.4%
61,164
-38.2%
2.18%
-31.7%
Q2 2015$12,602,000
-14.3%
98,893
-10.8%
3.20%
-7.3%
Q1 2015$14,705,000
+0.4%
110,815
-6.5%
3.45%
+3.0%
Q4 2014$14,649,000
+4.2%
118,557
-1.0%
3.35%
+4.9%
Q3 2014$14,054,000
-10.3%
119,806
-9.2%
3.20%
-9.4%
Q2 2014$15,664,000
+4.2%
131,995
-0.3%
3.53%
+1.9%
Q1 2014$15,031,000
+2.7%
132,335
-0.5%
3.46%
+0.6%
Q4 2013$14,639,000
+2.9%
133,059
-4.1%
3.44%
+4.6%
Q3 2013$14,226,000
+8.4%
138,813
+0.6%
3.29%
+2.8%
Q2 2013$13,128,000137,9823.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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