CAPTRUST FINANCIAL ADVISORS - 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
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$106,070,478
-0.2%
509,366
+5.5%
0.40%
-3.3%
Q2 2023$106,264,716
+2.4%
482,670
-1.9%
0.42%
-8.1%
Q1 2023$103,821,749
+55.6%
492,233
+50.3%
0.46%
+35.7%
Q4 2022$66,733,823
+5.7%
327,432
-2.5%
0.34%
-8.7%
Q3 2022$63,124,000
-2.6%
335,804
+2.0%
0.37%
-12.0%
Q2 2022$64,839,000
-10.3%
329,181
+8.3%
0.42%
-10.7%
Q1 2022$72,293,000
-26.9%
303,956
-21.7%
0.47%
-31.1%
Q4 2021$98,953,000
-9.5%
388,402
-15.9%
0.68%
-25.2%
Q3 2021$109,295,000
+217.8%
461,628
+218.6%
0.91%
+183.8%
Q2 2021$34,394,000
+14.6%
144,908
+6.9%
0.32%
-1.5%
Q1 2021$30,010,000
+7.4%
135,585
+0.3%
0.32%
-12.2%
Q4 2020$27,943,000
+65.5%
135,140
+42.4%
0.37%
+32.1%
Q3 2020$16,885,000
-33.1%
94,931
-38.2%
0.28%
-32.7%
Q2 2020$25,248,000
+34.7%
153,589
+2.7%
0.42%
+0.7%
Q1 2020$18,740,000
-34.6%
149,572
-6.6%
0.41%
-8.6%
Q4 2019$28,643,000
+4.0%
160,176
-2.5%
0.45%
-53.3%
Q3 2019$27,541,000
+5.4%
164,323
+5.5%
0.97%0.0%
Q2 2019$26,134,000
-2.0%
155,806
-5.7%
0.97%
-10.6%
Q1 2019$26,656,000
-6.8%
165,263
-20.1%
1.08%
-29.5%
Q4 2018$28,597,000
-21.3%
206,958
-6.1%
1.53%
-5.6%
Q3 2018$36,338,000
+551.9%
220,301
+523.0%
1.62%
+425.9%
Q2 2018$5,574,000
-0.4%
35,362
-4.8%
0.31%
-10.7%
Q1 2018$5,598,000
+47.1%
37,145
+51.0%
0.35%
+50.4%
Q4 2017$3,806,000
-46.4%
24,592
-48.0%
0.23%
-23.8%
Q3 2017$7,105,000
+330.6%
47,265
+308.8%
0.30%
+46.6%
Q2 2017$1,650,000
-45.4%
11,563
-46.7%
0.21%
-32.9%
Q1 2017$3,021,000
+34.8%
21,698
+27.5%
0.31%
+51.2%
Q4 2016$2,241,000
+837.7%
17,023
+778.8%
0.20%
+651.9%
Q3 2016$239,000
-56.8%
1,937
-57.6%
0.03%
-54.2%
Q1 2016$553,000
-90.9%
4,565
-91.0%
0.06%
-90.9%
Q4 2015$6,064,000
-54.2%
50,484
-55.5%
0.65%
-63.6%
Q3 2015$13,238,000
+60072.7%
113,469
+57792.3%
1.78%
+44375.0%
Q4 2013$22,000
+15.8%
196
+0.5%
0.00%
-33.3%
Q2 2013$19,0001950.01%
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