Summit Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$265,922
-7.2%
1,277
-1.9%
0.07%
-5.3%
Q2 2023$286,648
+11.7%
1,302
+7.0%
0.08%
+7.0%
Q1 2023$256,690
+1.5%
1,217
-1.9%
0.07%
-2.7%
Q4 2022$252,928
+6.3%
1,241
-2.1%
0.07%
-5.2%
Q3 2022$238,000
-9.2%
1,267
-4.7%
0.08%
-4.9%
Q2 2022$262,000
-39.8%
1,330
-27.3%
0.08%
-35.2%
Q1 2022$435,000
-6.7%
1,8300.0%0.12%
-5.3%
Q4 2021$466,000
+7.6%
1,8300.0%0.13%
-2.9%
Q3 2021$433,000
+2.1%
1,830
+2.5%
0.14%
+2.3%
Q2 2021$424,000
+7.3%
1,7850.0%0.13%
-0.7%
Q1 2021$395,000
+7.0%
1,7850.0%0.13%
-0.7%
Q4 2020$369,000
+17.1%
1,7850.0%0.14%
+3.1%
Q3 2020$315,000
+4.3%
1,785
-3.3%
0.13%
-4.4%
Q2 2020$302,000
+9.4%
1,845
-11.9%
0.14%
-8.1%
Q1 2020$276,000
-26.0%
2,0950.0%0.15%
-6.3%
Q4 2019$373,000
+6.3%
2,0950.0%0.16%
-2.5%
Q3 2019$351,000
+0.3%
2,0950.0%0.16%
-1.8%
Q2 2019$350,000
+0.9%
2,095
-3.0%
0.17%
-2.9%
Q1 2019$347,000
+16.4%
2,1600.0%0.17%
+1.2%
Q4 2018$298,000
-16.1%
2,1600.0%0.17%
+2.4%
Q3 2018$355,000
+4.1%
2,1600.0%0.16%
+1.2%
Q2 2018$341,000
+2.4%
2,1600.0%0.16%
+2.5%
Q1 2018$333,000
-0.3%
2,1600.0%0.16%
-0.6%
Q4 2017$334,000
+5.0%
2,1600.0%0.16%
+0.6%
Q3 2017$318,000
+3.2%
2,1600.0%0.16%
-2.5%
Q2 2017$308,000
+2.3%
2,1600.0%0.16%
-6.3%
Q1 2017$301,000
+9.1%
2,160
+3.0%
0.17%
+1.2%
Q4 2016$276,000
+1.8%
2,0970.0%0.17%
+3.6%
Q3 2016$271,000
+4.6%
2,0970.0%0.17%
+0.6%
Q2 2016$259,000
+2.0%
2,0970.0%0.16%
-0.6%
Q1 2016$254,000
+0.8%
2,0970.0%0.17%
-2.9%
Q4 2015$252,000
-11.3%
2,097
-13.7%
0.17%
-15.8%
Q3 2015$284,000
+11.8%
2,430
+21.7%
0.20%
+16.7%
Q2 2015$254,000
-4.2%
1,9970.0%0.17%
-5.9%
Q1 2015$265,000
+7.3%
1,9970.0%0.18%
+3.4%
Q4 2014$247,000
+5.6%
1,9970.0%0.18%0.0%
Q3 2014$234,000
-1.3%
1,9970.0%0.18%
-1.6%
Q2 2014$237,000
+4.4%
1,9970.0%0.18%0.0%
Q1 2014$227,000
+3.2%
1,9970.0%0.18%
+4.6%
Q4 2013$220,000
+7.3%
1,9970.0%0.17%
-4.4%
Q3 2013$205,0001,9970.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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