United Asset Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$244,000
-1.6%
1,029
-1.6%
0.03%
-6.1%
Q2 2021$248,000
+5.1%
1,046
-2.1%
0.03%
-2.9%
Q1 2021$236,000
+2.2%
1,068
-4.3%
0.03%
-5.6%
Q4 2020$231,000
+14.9%
1,116
-2.3%
0.04%
-2.7%
Q3 2020$201,000
-0.5%
1,142
-7.3%
0.04%
-7.5%
Q2 2020$202,000
-19.5%
1,232
-12.5%
0.04%
-18.4%
Q4 2019$251,000
-7.0%
1,408
-12.7%
0.05%
-16.9%
Q3 2019$270,000
-7.5%
1,612
-7.8%
0.06%
-11.9%
Q2 2019$292,000
-5.2%
1,748
-8.8%
0.07%
-6.9%
Q1 2019$308,000
+31.1%
1,916
+12.8%
0.07%
+12.5%
Q4 2018$235,000
-27.0%
1,698
-13.5%
0.06%
-15.8%
Q3 2018$322,000
+0.9%
1,963
-3.0%
0.08%
-9.5%
Q2 2018$319,000
+8.1%
2,023
+5.8%
0.08%
-3.4%
Q1 2018$295,000
+1.0%
1,912
+1.3%
0.09%
+11.5%
Q4 2017$292,000
-33.3%
1,887
-36.6%
0.08%
-68.5%
Q3 2017$438,000
-64.7%
2,977
-65.8%
0.25%
-32.6%
Q2 2017$1,240,000
+1.1%
8,703
-1.2%
0.37%
-1.6%
Q1 2017$1,226,000
+48.1%
8,808
+40.0%
0.37%
+38.5%
Q4 2016$828,000
+131.3%
6,290
+127.3%
0.27%
+116.0%
Q3 2016$358,000
-43.1%
2,767
-45.6%
0.12%
-47.0%
Q2 2016$629,000
+66.8%
5,089
+63.5%
0.24%
+40.5%
Q1 2016$377,000
+6.8%
3,113
+6.0%
0.17%
+9.8%
Q4 2015$353,000
+20.9%
2,938
+17.2%
0.15%
+13.3%
Q3 2015$292,000
-13.4%
2,506
-5.2%
0.14%
-10.6%
Q2 2015$337,000
-4.3%
2,644
-3.7%
0.15%
-7.4%
Q1 2015$352,000
+38.6%
2,745
+33.6%
0.16%
+49.5%
Q4 2014$254,000
-2.7%
2,054
-7.6%
0.11%
-6.8%
Q3 2014$261,000
-3.0%
2,224
-1.8%
0.12%
-10.0%
Q2 2014$269,000
+13.0%
2,264
+4.7%
0.13%
-20.7%
Q4 2013$238,0002,1630.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders