Simplicity Solutions, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$68,843,159
-31.8%
330,595
-27.9%
2.21%
-19.7%
Q2 2023$100,897,182
+9.9%
458,290
+5.3%
2.76%
+14.5%
Q1 2023$91,812,145
+3027.0%
435,294
+2921.6%
2.41%
+503.3%
Q4 2022$2,936,087
+4.1%
14,406
-4.0%
0.40%
-2.4%
Q3 2022$2,820,000
-2.2%
14,999
+2.5%
0.41%
+9.4%
Q2 2022$2,882,000
-5.8%
14,630
+13.7%
0.37%
-0.5%
Q1 2022$3,061,000
-40.9%
12,869
-36.6%
0.38%
-34.9%
Q4 2021$5,176,000
+108.5%
20,314
+93.7%
0.58%
+51.3%
Q3 2021$2,483,000
+36.4%
10,489
+36.7%
0.38%
+6.1%
Q2 2021$1,821,000
+29.6%
7,672
+20.9%
0.36%
+16.5%
Q1 2021$1,405,000
-79.4%
6,347
-80.8%
0.31%
+205.9%
Q4 2020$6,826,000
+73.6%
33,013
+47.9%
0.10%
+40.3%
Q3 2020$3,933,000
+32.8%
22,317
+23.6%
0.07%
+22.0%
Q2 2020$2,961,000
+33.7%
18,062
+7.4%
0.06%
-13.2%
Q1 2020$2,214,000
+4.8%
16,817
+41.8%
0.07%
+6.2%
Q4 2019$2,113,000
+869.3%
11,860
+810.2%
0.06%
+611.1%
Q3 2019$218,000
-84.8%
1,303
-85.4%
0.01%
-89.5%
Q1 2019$1,438,000
+27.1%
8,941
+9.3%
0.09%
-41.1%
Q4 2018$1,131,000
+312.8%
8,179
+361.0%
0.15%
+508.3%
Q1 2018$274,000
-17.0%
1,774
-16.9%
0.02%
-25.0%
Q4 2017$330,0002,1350.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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