EP Wealth Advisors, 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
EP Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,277,958
-5.0%
20,543
-78.6%
0.07%
+1.5%
Q2 2023$4,505,197
+55.3%
95,907
+174.6%
0.06%
+30.0%
Q1 2023$2,900,367
-4.4%
34,927
+134.6%
0.05%
-9.1%
Q4 2022$3,034,986
+6.8%
14,891
-1.5%
0.06%
-14.1%
Q3 2022$2,842,000
+45.3%
15,117
+52.2%
0.06%
+45.5%
Q2 2022$1,956,000
-24.3%
9,932
-8.6%
0.04%
-22.8%
Q1 2022$2,583,000
-5.4%
10,862
+1.3%
0.06%
-12.3%
Q4 2021$2,731,000
+32.1%
10,719
+22.8%
0.06%
+14.0%
Q3 2021$2,067,000
+1.6%
8,730
+1.8%
0.06%
+1.8%
Q2 2021$2,035,000
+133.9%
8,573
+118.2%
0.06%
+100.0%
Q1 2021$870,000
+89.5%
3,929
+76.8%
0.03%
+75.0%
Q4 2020$459,000
+28.9%
2,222
+10.2%
0.02%
+6.7%
Q3 2020$356,000
-12.7%
2,017
-19.1%
0.02%
-11.8%
Q2 2020$408,000
-30.3%
2,492
-43.9%
0.02%
-41.4%
Q1 2020$585,000
-8.0%
4,442
+24.5%
0.03%
+11.5%
Q4 2019$636,000
+1.3%
3,567
-4.8%
0.03%
-16.1%
Q3 2019$628,000
+5.5%
3,748
+5.4%
0.03%
-16.2%
Q2 2019$595,000
+69.5%
3,557
+40.1%
0.04%
+37.0%
Q4 2018$351,000
+6.7%
2,539
+26.8%
0.03%
+3.8%
Q3 2018$329,000
+4.1%
2,0020.0%0.03%
-13.3%
Q2 2018$316,000
+2.3%
2,0020.0%0.03%0.0%
Q1 2018$309,000
-15.1%
2,002
-14.8%
0.03%
-21.1%
Q4 2017$364,000
-0.3%
2,349
-5.4%
0.04%
-9.5%
Q3 2017$365,000
+35.2%
2,484
+31.2%
0.04%
+27.3%
Q2 2017$270,000
+2.3%
1,8940.0%0.03%
-8.3%
Q1 2017$264,000
-11.7%
1,894
-16.5%
0.04%
-18.2%
Q4 2016$299,000
+22.0%
2,269
+19.8%
0.04%
+15.8%
Q3 2016$245,000
+4.7%
1,8940.0%0.04%
+2.7%
Q2 2016$234,000
+1.7%
1,8940.0%0.04%
+5.7%
Q1 2016$230,000
-42.2%
1,894
-42.8%
0.04%
-47.8%
Q4 2015$398,0003,3110.07%
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