Carnegie Capital Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Carnegie Capital Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,563,415
-3.7%
45,924
+1.9%
0.37%0.0%
Q2 2023$9,926,308
+3.2%
45,086
-1.1%
0.37%
-4.2%
Q1 2023$9,618,742
+4.4%
45,604
+0.9%
0.38%
-3.3%
Q4 2022$9,210,007
+7.9%
45,189
-0.5%
0.40%
-2.7%
Q3 2022$8,538,000
+2.5%
45,417
+7.4%
0.41%
+8.2%
Q2 2022$8,327,000
-17.1%
42,278
+0.1%
0.38%
+2.7%
Q1 2022$10,041,000
-6.8%
42,218
-0.2%
0.37%
+3.1%
Q4 2021$10,777,000
+15.4%
42,302
+7.3%
0.36%
+1.1%
Q3 2021$9,336,000
+1.0%
39,434
+1.2%
0.35%
+0.6%
Q2 2021$9,245,000
+12.2%
38,950
+4.6%
0.35%
+1.2%
Q1 2021$8,241,000
+10.1%
37,233
+2.9%
0.34%
+2.7%
Q4 2020$7,482,000
+19.3%
36,185
+1.7%
0.34%
+4.7%
Q3 2020$6,269,000
+23.0%
35,564
+14.4%
0.32%
+9.6%
Q2 2020$5,095,000
+22.0%
31,085
-2.0%
0.29%
+1.0%
Q1 2020$4,175,000
-26.2%
31,714
-0.1%
0.29%
-11.0%
Q4 2019$5,655,000
+9.3%
31,738
+2.8%
0.33%
-1.2%
Q3 2019$5,175,000
+3.9%
30,880
+3.6%
0.33%
+1.9%
Q2 2019$4,982,000
+5.7%
29,805
+1.6%
0.32%0.0%
Q1 2019$4,715,000
+30.9%
29,332
+12.5%
0.32%
-3.3%
Q4 2018$3,603,000
-48.2%
26,076
-42.7%
0.34%
-41.3%
Q3 2018$6,954,000
+64.1%
45,541
+74.4%
0.57%
+76.8%
Q2 2018$4,238,000
+11.4%
26,117
+8.3%
0.32%
+1.3%
Q1 2018$3,804,000
+8.9%
24,119
+6.3%
0.32%
+2.9%
Q4 2017$3,494,000
+9.2%
22,700
+6.2%
0.31%
-17.1%
Q3 2017$3,200,000
+10.5%
21,372
+6.9%
0.37%
+6.2%
Q2 2017$2,895,000
+8.0%
19,997
+5.8%
0.35%
+6.0%
Q1 2017$2,681,000
+17.3%
18,908
+10.8%
0.33%
+9.2%
Q4 2016$2,285,000
+26.6%
17,059
+18.6%
0.30%
+16.9%
Q3 2016$1,805,000
+1.5%
14,382
+4.0%
0.26%
+3.6%
Q2 2016$1,778,000
+28.7%
13,831
+21.4%
0.25%
+18.4%
Q1 2016$1,381,000
+21.7%
11,395
+11.4%
0.21%
+7.6%
Q4 2015$1,135,000
-16.8%
10,232
-8.2%
0.20%
-15.8%
Q3 2015$1,364,000
-3.4%
11,146
+0.6%
0.23%
-5.3%
Q2 2015$1,412,000
+25.7%
11,079
+28.5%
0.25%
+27.3%
Q1 2015$1,123,000
+222.7%
8,623
+207.0%
0.19%
+198.5%
Q4 2014$348,000
+50.6%
2,809
+15.5%
0.06%
-14.5%
Q2 2013$231,0002,4330.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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