Capital Advisors, Ltd. 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
Capital Advisors, Ltd. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$233
-5.3%
1,1180.0%0.04%
-2.7%
Q2 2023$246
+4.2%
1,1180.0%0.04%
-5.1%
Q1 2023$236
+3.5%
1,1180.0%0.04%
-2.5%
Q4 2022$228
-99.9%
1,1180.0%0.04%
-2.4%
Q3 2022$210,000
-4.5%
1,1180.0%0.04%0.0%
Q2 2022$220,000
-15.7%
1,118
+1.8%
0.04%
-4.7%
Q1 2022$261,000
-6.8%
1,0980.0%0.04%
-4.4%
Q4 2021$280,000
-22.4%
1,098
-27.9%
0.04%
-29.7%
Q3 2021$361,000
+0.6%
1,523
+0.8%
0.06%0.0%
Q2 2021$359,000
+15.1%
1,511
+7.2%
0.06%
+12.3%
Q1 2021$312,000
+38.7%
1,410
+29.8%
0.06%
+14.0%
Q4 2020$225,000
+17.8%
1,0860.0%0.05%
+4.2%
Q3 2020$191,000
+7.3%
1,0860.0%0.05%
+2.1%
Q2 2020$178,000
+28.1%
1,086
+3.1%
0.05%
+6.8%
Q1 2020$139,000
-55.6%
1,053
-40.0%
0.04%
-45.0%
Q4 2019$313,000
+6.5%
1,7550.0%0.08%
-1.2%
Q3 2019$294,000
+0.3%
1,7550.0%0.08%
-2.4%
Q2 2019$293,000
+3.9%
1,7550.0%0.08%
+9.2%
Q1 2019$282,000
+16.0%
1,7550.0%0.08%
+5.6%
Q4 2018$243,000
+872.0%
1,755
+1062.3%
0.07%
+928.6%
Q3 2018$25,000
+4.2%
1510.0%0.01%0.0%
Q2 2018$24,000
+4.3%
1510.0%0.01%0.0%
Q1 2018$23,0000.0%1510.0%0.01%
-12.5%
Q4 2017$23,000
+4.5%
1510.0%0.01%0.0%
Q3 2017$22,0000.0%1510.0%0.01%0.0%
Q2 2017$22,000
-56.9%
151
-58.9%
0.01%
-60.0%
Q1 2017$51,000
+6.2%
3670.0%0.02%0.0%
Q4 2016$48,0000.0%3670.0%0.02%
-4.8%
Q3 2016$48,000
+6.7%
3670.0%0.02%0.0%
Q2 2016$45,000
-13.5%
367
-15.2%
0.02%
-19.2%
Q1 2016$52,0000.0%4330.0%0.03%
-3.7%
Q4 2015$52,000
+20.9%
433
+18.0%
0.03%
+12.5%
Q3 2015$43,000
-8.5%
3670.0%0.02%0.0%
Q2 2015$47,000
-4.1%
3670.0%0.02%
-4.0%
Q1 2015$49,000
+8.9%
3670.0%0.02%0.0%
Q4 2014$45,000
+4.7%
3670.0%0.02%
+4.2%
Q3 2014$43,000
+138.9%
367
+143.0%
0.02%
+140.0%
Q2 2014$18,000
+5.9%
1510.0%0.01%0.0%
Q1 2014$17,0000.0%1510.0%0.01%
-9.1%
Q4 2013$17,0001510.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders