Alpha Cubed Investments, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 616 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.

Quarter-by-quarter ownership
Alpha Cubed Investments, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$648,380
-3.4%
2,678
-0.3%
0.03%
-11.4%
Q1 2024$671,161
-42.5%
2,686
-46.5%
0.04%
-46.2%
Q4 2023$1,167,232
+1.4%
5,017
-9.3%
0.06%
-15.6%
Q3 2023$1,151,505
-8.8%
5,530
-3.5%
0.08%
-9.4%
Q2 2023$1,262,251
-21.1%
5,733
-24.4%
0.08%
-26.7%
Q1 2023$1,600,320
-28.6%
7,587
-31.0%
0.12%
-31.8%
Q4 2022$2,241,774
+8.9%
10,999
+0.4%
0.17%
+5.6%
Q3 2022$2,059,000
-13.2%
10,952
-9.0%
0.16%
-6.4%
Q2 2022$2,371,000
-13.0%
12,036
+5.1%
0.17%
-1.1%
Q1 2022$2,724,000
-4.5%
11,453
+2.4%
0.17%
-7.0%
Q4 2021$2,851,000
+25.2%
11,190
+16.3%
0.19%
+9.4%
Q3 2021$2,278,000
+10.8%
9,622
+11.1%
0.17%
+14.8%
Q2 2021$2,056,000
+12.4%
8,661
+4.8%
0.15%
+4.9%
Q1 2021$1,829,000
+9.1%
8,263
+2.0%
0.14%
-0.7%
Q4 2020$1,676,000
+16.3%
8,103
-0.9%
0.14%
+3.6%
Q3 2020$1,441,000
-2.5%
8,177
-9.3%
0.14%
-14.8%
Q2 2020$1,478,000
-22.3%
9,014
-37.6%
0.16%
-29.3%
Q1 2020$1,902,000
-66.1%
14,446
-54.2%
0.23%
-60.4%
Q4 2019$5,617,000
-5.6%
31,525
-11.2%
0.58%
-16.7%
Q3 2019$5,948,000
+3.8%
35,487
+3.5%
0.69%
+4.7%
Q2 2019$5,730,000
+1.9%
34,280
-2.0%
0.66%
-2.6%
Q1 2019$5,625,000
+21.4%
34,989
+4.3%
0.68%
-1.9%
Q4 2018$4,634,000
-6.0%
33,538
+4.0%
0.69%
+20.9%
Q3 2018$4,931,000
+8.6%
32,235
+12.0%
0.57%
-1.9%
Q2 2018$4,539,000
+12.2%
28,793
+9.7%
0.58%
+10.6%
Q1 2018$4,047,000
+7.0%
26,246
+7.4%
0.53%
+7.1%
Q4 2017$3,784,000
+11.0%
24,447
+5.4%
0.49%
-3.7%
Q3 2017$3,410,000
+57.4%
23,198
+52.6%
0.51%
+37.9%
Q2 2017$2,166,000
+34.4%
15,200
+31.3%
0.37%
+13.1%
Q1 2017$1,612,000
+16.4%
11,576
+10.1%
0.33%
-0.9%
Q4 2016$1,385,000
+7.3%
10,518
+5.4%
0.33%
-4.3%
Q3 2016$1,291,000
+10.2%
9,976
+5.3%
0.35%
-14.1%
Q2 2016$1,171,000
-7.7%
9,472
-9.5%
0.40%
+4.4%
Q1 2016$1,269,000
-0.6%
10,464
-1.5%
0.39%
+16.2%
Q4 2015$1,277,000
-2.1%
10,628
+0.7%
0.33%
-2.6%
Q3 2015$1,305,000
-4.5%
10,554
-1.6%
0.34%
-6.8%
Q2 2015$1,367,000
+6.7%
10,724
+11.1%
0.37%
-8.0%
Q1 2015$1,281,000
+122.0%
9,656
+106.8%
0.40%
+76.5%
Q4 2014$577,0004,6700.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders