Chicago Partners Investment Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$52,663,885
-5.4%
263,807
+6.4%
2.84%
-1.9%
Q2 2023$55,668,300
+11.5%
247,888
+4.6%
2.89%
-0.6%
Q1 2023$49,913,890
+3.3%
237,019
+9.6%
2.91%
-1.6%
Q4 2022$48,320,898
+20.1%
216,201
+8.6%
2.96%
+3.0%
Q3 2022$40,246,000
-5.2%
199,161
+1.3%
2.87%
-6.5%
Q2 2022$42,445,000
+7.1%
196,697
+2.4%
3.07%
+1.5%
Q1 2022$39,646,000
-9.5%
192,157
+2.0%
3.03%
-2.5%
Q4 2021$43,800,000
-5.3%
188,370
+4.7%
3.10%
-4.2%
Q3 2021$46,230,000
-44.7%
179,842
-48.5%
3.24%
+4.4%
Q2 2021$83,568,000
+116.7%
349,116
+111.7%
3.10%
-2.4%
Q1 2021$38,559,000
+15.4%
164,939
+5.6%
3.18%
+0.4%
Q4 2020$33,409,000
+23.2%
156,213
+5.4%
3.17%
-1.4%
Q3 2020$27,127,000
+9.2%
148,176
+3.1%
3.21%
+3.5%
Q2 2020$24,834,000
+18.9%
143,760
+1.2%
3.10%
-3.7%
Q1 2020$20,882,000
-10.9%
142,081
+11.2%
3.22%
+11.8%
Q4 2019$23,438,000
+24.2%
127,818
+14.5%
2.88%
+8.5%
Q3 2019$18,867,000
+3.1%
111,595
+3.0%
2.66%
+1.2%
Q2 2019$18,303,000
+8.4%
108,384
+5.7%
2.62%
+5.0%
Q1 2019$16,887,000
+22.4%
102,534
+7.9%
2.50%
+22.1%
Q4 2018$13,794,000
-4.3%
95,061
-3.9%
2.05%
-4.6%
Q3 2018$14,419,000
+2.6%
98,969
+11.0%
2.15%
-1.6%
Q2 2018$14,054,000
+3.8%
89,155
+1.6%
2.18%
-6.0%
Q1 2018$13,534,000
+9.9%
87,764
+10.3%
2.32%
+15.2%
Q4 2017$12,314,000
+11.6%
79,560
+6.0%
2.01%
+6.9%
Q3 2017$11,036,000
+171.2%
75,072
+151.7%
1.88%
+77.4%
Q2 2017$4,070,000
-39.0%
29,825
-37.7%
1.06%
-43.8%
Q1 2017$6,671,000
+53.6%
47,907
+45.2%
1.89%
+19.3%
Q4 2016$4,343,000
+53.5%
32,997
+50.9%
1.58%
+40.8%
Q3 2016$2,830,000
+24.6%
21,866
+19.0%
1.12%
+2.7%
Q2 2016$2,272,000
+21.5%
18,380
+19.1%
1.09%
+12.9%
Q1 2016$1,870,000
-17.1%
15,426
-17.9%
0.97%
-10.0%
Q4 2015$2,257,000
+60.8%
18,793
+56.2%
1.08%
+37.5%
Q3 2015$1,404,000
-25.3%
12,033
-18.4%
0.78%
-8.4%
Q2 2015$1,879,000
-3.9%
14,744
-6.9%
0.86%
-0.9%
Q1 2015$1,956,000
+7.9%
15,834
+7.9%
0.86%
+12.4%
Q4 2014$1,813,00014,6730.77%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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