Regal Investment 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
Regal Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,044,614
-3.4%
14,621
+2.2%
0.26%
-3.0%
Q2 2023$3,151,153
+8.0%
14,313
+3.5%
0.26%
+2.3%
Q1 2023$2,916,690
+5.7%
13,828
+2.2%
0.26%
-3.4%
Q4 2022$2,758,424
+7.1%
13,534
-1.2%
0.27%
-1.8%
Q3 2022$2,575,000
-1.3%
13,699
+3.5%
0.27%0.0%
Q2 2022$2,608,000
-20.1%
13,239
-3.5%
0.27%
-9.3%
Q1 2022$3,265,000
-7.2%
13,726
-0.6%
0.30%
-3.8%
Q4 2021$3,519,000
+12.6%
13,811
+4.7%
0.31%
+3.0%
Q3 2021$3,125,000
-6.6%
13,197
-6.4%
0.30%
-9.8%
Q2 2021$3,346,000
+8.7%
14,099
-5.3%
0.34%
-3.4%
Q4 2020$3,078,000
+9.0%
14,885
-13.6%
0.35%
-32.8%
Q2 2020$2,825,000
+8.8%
17,237
+18.2%
0.52%
+10.9%
Q4 2019$2,597,000
+3.3%
14,577
-2.8%
0.47%
-4.7%
Q3 2019$2,513,000
+0.2%
14,994
-0.1%
0.49%
+0.2%
Q2 2019$2,509,000
+12.0%
15,009
+7.7%
0.49%
+7.5%
Q1 2019$2,240,000
+5.0%
13,934
-9.8%
0.46%
-2.8%
Q4 2018$2,134,000
-8.4%
15,441
+8.8%
0.47%
-4.7%
Q3 2018$2,330,000
+98.1%
14,194
+90.3%
0.49%
+37.5%
Q2 2018$1,176,000
-46.6%
7,460
-47.7%
0.36%
-26.5%
Q1 2018$2,201,000
+21.7%
14,274
+22.1%
0.49%
+20.6%
Q4 2017$1,809,000
+15.4%
11,686
+9.6%
0.40%
+10.1%
Q3 2017$1,568,000
+22.6%
10,665
+18.8%
0.37%
+15.5%
Q2 2017$1,279,000
+16.0%
8,977
+13.3%
0.32%
+10.1%
Q1 2017$1,103,000
-4.7%
7,925
-9.8%
0.29%
-10.0%
Q4 2016$1,157,000
-1.5%
8,789
-3.2%
0.32%
-3.9%
Q3 2016$1,175,000
+6.4%
9,081
+1.6%
0.33%
+9.9%
Q2 2016$1,104,000
-11.6%
8,934
-13.3%
0.30%
-10.4%
Q1 2016$1,249,000
+6.1%
10,299
+5.1%
0.34%
+10.8%
Q4 2015$1,177,000
-9.5%
9,801
-12.1%
0.30%
-9.5%
Q3 2015$1,300,000
-10.5%
11,144
-2.2%
0.34%
-14.2%
Q2 2015$1,452,000
-7.6%
11,395
-3.8%
0.39%
+1.3%
Q1 2015$1,572,000
+4.2%
11,848
-3.0%
0.39%
-4.2%
Q4 2014$1,509,000
+0.2%
12,209
-4.9%
0.40%
-11.0%
Q3 2014$1,506,000
-2.5%
12,836
-1.4%
0.46%
-17.3%
Q2 2014$1,545,000
+2.1%
13,023
-2.2%
0.55%
-14.2%
Q1 2014$1,513,000
-13.2%
13,322
-15.9%
0.64%
-35.8%
Q4 2013$1,743,000
+7.3%
15,844
-0.1%
1.00%
+5.2%
Q3 2013$1,625,000
-20.0%
15,856
-25.7%
0.95%
-15.3%
Q2 2013$2,030,00021,3391.12%
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