Atria Investments, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,506 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
Atria Investments, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$3,829,103
-11.2%
15,816
-8.4%
0.05%
-15.3%
Q1 2024$4,312,324
-12.0%
17,259
-18.1%
0.06%
-22.4%
Q4 2023$4,902,992
-9.3%
21,075
-18.8%
0.08%
-20.8%
Q3 2023$5,403,841
+38.2%
25,950
+46.1%
0.10%
+35.2%
Q2 2023$3,909,228
-36.4%
17,756
-39.1%
0.07%
-38.8%
Q1 2023$6,145,433
+15.6%
29,136
+11.7%
0.12%
+6.4%
Q4 2022$5,314,678
-6.9%
26,076
-14.2%
0.11%
-13.5%
Q3 2022$5,710,000
-17.4%
30,377
-13.4%
0.13%
-13.1%
Q2 2022$6,911,000
-5.4%
35,086
+14.2%
0.14%
+13.3%
Q1 2022$7,305,000
-8.3%
30,714
-1.8%
0.13%
-9.9%
Q4 2021$7,968,000
+27.1%
31,277
+18.1%
0.14%
+25.7%
Q3 2021$6,268,000
+6.0%
26,475
+6.2%
0.11%
-0.9%
Q2 2021$5,914,000
+18.0%
24,918
+10.0%
0.11%
+2.7%
Q1 2021$5,013,000
+16.5%
22,647
+8.8%
0.11%
+6.7%
Q4 2020$4,303,000
+28.7%
20,809
+9.7%
0.10%
+2.0%
Q3 2020$3,343,000
+11.3%
18,967
+3.5%
0.10%
-1.0%
Q2 2020$3,004,000
+26.8%
18,328
+37.9%
0.10%
+60.9%
Q4 2019$2,369,000
+50.6%
13,294
+41.7%
0.06%
+14.3%
Q3 2019$1,573,000
+2.7%
9,385
-0.3%
0.06%
-1.8%
Q2 2019$1,532,000
-3.8%
9,417
-4.9%
0.06%
-14.9%
Q1 2019$1,592,000
+15.1%
9,907
-1.0%
0.07%
+9.8%
Q4 2018$1,383,000
-15.5%
10,006
+0.5%
0.06%
-6.2%
Q3 2018$1,636,000
+76.5%
9,961
+69.5%
0.06%
+58.5%
Q2 2018$927,000
+20.9%
5,878
+18.2%
0.04%
+10.8%
Q1 2018$767,000
-10.1%
4,974
-9.7%
0.04%
-11.9%
Q4 2017$853,000
-13.6%
5,510
-17.9%
0.04%
-22.2%
Q3 2017$987,000
+189.4%
6,714
+180.3%
0.05%
+157.1%
Q2 2017$341,000
-88.9%
2,395
-89.2%
0.02%
-89.5%
Q1 2017$3,077,000
+28.8%
22,101
+21.8%
0.20%
+9.9%
Q4 2016$2,389,000
+17.5%
18,149
+15.6%
0.18%
-2.7%
Q3 2016$2,033,000
+15.2%
15,705
+11.0%
0.19%
-1.6%
Q2 2016$1,764,000
+110.8%
14,143
+105.0%
0.19%
+100.0%
Q1 2016$837,0006,9000.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders