BSW Wealth Partners - 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
BSW Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$784,566
+1.2%
3,768
+7.0%
0.18%
+8.0%
Q2 2023$775,602
+4.2%
3,523
-0.2%
0.16%
+5.9%
Q1 2023$744,592
+102179.1%
3,530
-1.2%
0.15%
-1.9%
Q4 2022$728
-99.9%
3,573
+35.8%
0.16%
+27.9%
Q3 2022$495,000
-1.0%
2,632
+3.6%
0.12%
+1.7%
Q2 2022$500,000
-19.6%
2,540
-2.9%
0.12%
-23.6%
Q1 2022$622,000
-11.1%
2,615
-4.9%
0.16%
-10.8%
Q4 2021$700,000
+17.4%
2,749
+9.1%
0.18%
+5.4%
Q3 2021$596,000
-1.0%
2,519
-0.7%
0.17%
+0.6%
Q2 2021$602,000
-6.1%
2,537
-12.4%
0.17%
-10.3%
Q1 2021$641,000
-30.0%
2,897
-34.6%
0.18%
-34.4%
Q4 2020$916,000
+15.8%
4,429
-1.2%
0.28%
-5.1%
Q3 2020$791,000
+1.4%
4,485
-5.7%
0.30%
+13.8%
Q2 2020$780,000
+8.8%
4,756
-12.6%
0.26%
-12.4%
Q1 2020$717,000
-26.8%
5,443
-0.9%
0.30%
-10.8%
Q4 2019$979,000
+5.8%
5,494
-0.5%
0.33%
-6.2%
Q3 2019$925,000
-1.0%
5,519
-1.2%
0.36%
+0.8%
Q2 2019$934,000
+4.0%
5,5850.0%0.35%
-0.6%
Q1 2019$898,000
+6.7%
5,585
-8.4%
0.36%
+11.6%
Q4 2018$842,000
+148.4%
6,096
+178.0%
0.32%
+125.5%
Q4 2017$339,000
+5.9%
2,193
+0.8%
0.14%
+1.4%
Q3 2017$320,000
+3.2%
2,1760.0%0.14%
-1.4%
Q2 2017$310,000
+3.0%
2,176
+0.6%
0.14%
-5.4%
Q1 2017$301,000
-16.4%
2,162
-20.9%
0.15%
-20.7%
Q4 2016$360,000
-86.8%
2,732
+676.1%
0.19%
+100.0%
Q3 2016$2,719,000
+329.5%
352
-93.1%
0.09%
-73.0%
Q2 2016$633,000
+2.1%
5,1180.0%0.35%
-0.3%
Q1 2016$620,000
-80.5%
5,118
-80.6%
0.35%
-78.0%
Q4 2015$3,175,00026,4361.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders