Gradient Investments LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$73,724
+15.9%
354
+22.5%
0.00%0.0%
Q2 2023$63,632
+32.9%
289
+27.3%
0.00%
+100.0%
Q1 2023$47,883
+3.5%
2270.0%0.00%0.0%
Q4 2022$46,267
-32.9%
227
-38.3%
0.00%
-50.0%
Q3 2022$69,000
+30.2%
368
+37.8%
0.00%0.0%
Q2 2022$53,000
-35.4%
267
-22.8%
0.00%0.0%
Q1 2022$82,000
+12.3%
346
+20.6%
0.00%0.0%
Q4 2021$73,000
+92.1%
287
+80.5%
0.00%
+100.0%
Q3 2021$38,0000.0%1590.0%0.00%0.0%
Q2 2021$38,000
-44.9%
159
-49.2%
0.00%
-50.0%
Q1 2021$69,000
+392.9%
313
+286.4%
0.00%
+100.0%
Q4 2020$14,0000.0%810.0%0.00%0.0%
Q3 2020$14,000
+75.0%
81
+68.8%
0.00%
Q2 2020$8,000
+33.3%
480.0%0.00%
Q1 2020$6,000
-33.3%
480.0%0.00%
Q4 2019$9,000
+12.5%
480.0%0.00%
Q3 2019$8,000
-38.5%
48
-38.5%
0.00%
-100.0%
Q2 2019$13,000
+30.0%
78
+23.8%
0.00%0.0%
Q1 2019$10,000
+11.1%
630.0%0.00%0.0%
Q4 2018$9,000
-10.0%
630.0%0.00%0.0%
Q3 2018$10,000
-16.7%
63
-14.9%
0.00%0.0%
Q2 2018$12,000
-7.7%
74
-12.9%
0.00%0.0%
Q1 2018$13,000
+44.4%
85
+34.9%
0.00%0.0%
Q2 2017$9,000
-66.7%
63
-68.0%
0.00%
-50.0%
Q1 2017$27,000
+92.9%
197
+85.8%
0.00%
+100.0%
Q4 2016$14,000
-30.0%
106
-31.2%
0.00%
-50.0%
Q3 2016$20,000
-50.0%
154
-52.6%
0.00%
-50.0%
Q2 2016$40,000
+1900.0%
325
+2066.7%
0.00%
Q4 2015$2,000
-85.7%
15
-88.0%
0.00%
-100.0%
Q1 2014$14,0001250.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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