Cerity Partners 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
Cerity Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$85,926,771
+6.3%
412,633
+12.4%
0.42%
+32.7%
Q2 2023$80,812,096
+44.8%
367,063
+71.3%
0.32%
+138.6%
Q1 2023$55,796,748
+48.1%
214,246
+17.4%
0.13%
-45.2%
Q4 2022$37,668,309
+403.5%
182,440
+358.4%
0.24%
+167.8%
Q3 2022$7,481,000
-3.5%
39,800
+0.9%
0.09%
+4.7%
Q2 2022$7,752,000
-2.3%
39,457
+9.3%
0.09%
-30.1%
Q1 2022$7,935,000
+67.5%
36,106
+3348.5%
0.12%
+70.8%
Q4 2021$4,738,000
+46.2%
1,047
-92.4%
0.07%
+1.4%
Q3 2021$3,241,000
+10.4%
13,688
+10.7%
0.07%
+10.9%
Q2 2021$2,935,000
+9.9%
12,367
+2.5%
0.06%
+1.6%
Q1 2021$2,671,000
+6.5%
12,068
-0.5%
0.06%
-21.2%
Q4 2020$2,507,000
+15.3%
12,124
-1.7%
0.08%
-10.1%
Q3 2020$2,174,000
+10.7%
12,335
+3.0%
0.09%
-17.6%
Q2 2020$1,963,000
+44.4%
11,980
+16.0%
0.11%
+25.6%
Q1 2020$1,359,000
-6.5%
10,325
+26.6%
0.09%
+16.2%
Q4 2019$1,453,000
-9.4%
8,156
-14.7%
0.07%
-21.3%
Q3 2019$1,603,000
+11.9%
9,562
+11.7%
0.09%
+4.4%
Q2 2019$1,432,000
+3.5%
8,563
-0.5%
0.09%
-3.2%
Q1 2019$1,383,000
-25.9%
8,604
-36.3%
0.09%
-25.6%
Q4 2018$1,867,000
-1.8%
13,514
+16.7%
0.12%
-5.3%
Q3 2018$1,902,000
+17.8%
11,582
+13.1%
0.13%
+10.9%
Q2 2018$1,615,000
+59.0%
10,242
+55.5%
0.12%
+52.6%
Q1 2018$1,016,000
+398.0%
6,587
+399.0%
0.08%
+457.1%
Q4 2017$204,0001,3200.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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