Waverly Advisors, 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
Waverly Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,425,652
-1.9%
26,055
+3.7%
0.24%
-2.5%
Q2 2023$5,530,517
+27.1%
25,120
+21.7%
0.24%
+7.0%
Q1 2023$4,352,528
+3.3%
20,636
-0.1%
0.23%
-3.0%
Q4 2022$4,212,040
+10.5%
20,667
+2.0%
0.23%
-12.7%
Q3 2022$3,811,000
-14.1%
20,271
-10.0%
0.27%
-34.0%
Q2 2022$4,437,000
-17.3%
22,525
-0.1%
0.41%
-10.4%
Q1 2022$5,362,000
+1.3%
22,544
-0.2%
0.45%
-1.1%
Q4 2021$5,295,000
+4.4%
22,585
+14.4%
0.46%
+5.5%
Q3 2021$5,074,000
+6.7%
19,740
+1.3%
0.43%
-1.1%
Q2 2021$4,757,000
+5.0%
19,484
-1.1%
0.44%
-1.8%
Q1 2021$4,529,000
-3.8%
19,709
-7.0%
0.45%
-9.5%
Q4 2020$4,707,000
+23.6%
21,195
-1.9%
0.49%
-2.6%
Q3 2020$3,807,000
-1.8%
21,613
-0.8%
0.51%
+1.0%
Q2 2020$3,877,000
+32.9%
21,783
-1.7%
0.50%
+1.8%
Q1 2020$2,917,000
-27.7%
22,160
+0.7%
0.49%
-7.0%
Q4 2019$4,033,000
+3.0%
22,003
-5.8%
0.53%
-5.7%
Q3 2019$3,914,000
+0.4%
23,352
+0.2%
0.56%
-3.1%
Q2 2019$3,897,000
+5.2%
23,314
+1.1%
0.58%
+1.0%
Q1 2019$3,706,000
+16.8%
23,055
+0.4%
0.57%
+3.6%
Q4 2018$3,173,000
-42.3%
22,964
-31.5%
0.55%
-31.8%
Q3 2018$5,503,000
+6.6%
33,516
+2.3%
0.81%
+1.1%
Q2 2018$5,163,000
+2.7%
32,754
+0.5%
0.80%
-1.2%
Q1 2018$5,028,000
-5.8%
32,607
-5.5%
0.81%
+6.7%
Q4 2017$5,339,000
+6.3%
34,491
+0.9%
0.76%
-30.0%
Q3 2017$5,023,000
-0.8%
34,167
-3.9%
1.09%
-14.4%
Q2 2017$5,066,000
+5.3%
35,548
+2.9%
1.27%
+0.4%
Q1 2017$4,809,000
+56.2%
34,536
+47.6%
1.27%
+10.8%
Q4 2016$3,079,000
+3.8%
23,391
+2.1%
1.14%
-7.6%
Q3 2016$2,965,000
+18.6%
22,907
+13.2%
1.24%
+9.2%
Q2 2016$2,501,000
+4.2%
20,231
+2.2%
1.13%
-22.8%
Q1 2016$2,400,000
-7.4%
19,799
-8.2%
1.47%
+30.1%
Q4 2015$2,591,000
-0.2%
21,572
-3.1%
1.13%
-37.0%
Q3 2015$2,597,000
-22.0%
22,259
-14.8%
1.79%
-12.6%
Q2 2015$3,331,000
+10.4%
26,140
+15.0%
2.05%
+34.4%
Q1 2015$3,016,000
+1.2%
22,729
-5.7%
1.52%
+1.9%
Q4 2014$2,980,000
+11.9%
24,114
+6.2%
1.50%
+3.9%
Q3 2014$2,664,000
-24.1%
22,706
-23.3%
1.44%
-1.3%
Q2 2014$3,511,000
+21.2%
29,586
+16.0%
1.46%
+11.5%
Q1 2014$2,897,000
+6.1%
25,505
+2.8%
1.31%
+36.4%
Q4 2013$2,730,000
+12.3%
24,817
+4.6%
0.96%
-22.8%
Q3 2013$2,431,000
+7.3%
23,726
-0.3%
1.24%
-4.9%
Q2 2013$2,265,00023,8031.31%
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