NewFocus Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 615 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
NewFocus Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$329,000
+9.7%
1,591
-6.5%
0.10%
-3.0%
Q3 2020$300,000
+4.9%
1,701
-2.5%
0.10%
-2.9%
Q2 2020$286,000
+7.5%
1,744
-13.7%
0.10%
-16.3%
Q1 2020$266,000
-31.4%
2,022
-7.2%
0.12%
-18.5%
Q4 2019$388,000
+4.0%
2,179
-2.0%
0.15%
-7.9%
Q3 2019$373,000
-4.6%
2,223
-5.0%
0.16%
-9.4%
Q2 2019$391,000
-11.5%
2,339
-15.0%
0.18%
-18.1%
Q1 2019$442,000
+78.9%
2,751
+53.7%
0.22%
+51.4%
Q4 2018$247,000
-31.4%
1,790
-18.4%
0.15%
-25.1%
Q3 2018$360,000
-10.9%
2,194
-14.3%
0.20%
-19.8%
Q2 2018$404,000
-17.4%
2,560
-19.2%
0.24%
-20.8%
Q1 2018$489,000
-14.7%
3,169
-14.4%
0.31%
-12.0%
Q4 2017$573,000
+5.3%
3,7010.0%0.35%
-1.1%
Q3 2017$544,000
+8.4%
3,701
+5.0%
0.35%
+24.3%
Q2 2017$502,000
-13.7%
3,524
-15.7%
0.28%
-20.9%
Q1 2017$582,000
+24.4%
4,181
+17.5%
0.36%
+14.0%
Q4 2016$468,0003,5570.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 1,226,387$201,017,00017.64%
Axiom Financial Strategies, LLC 130,418$21,377,00013.93%
TL Private Wealth 98,573$17,029,00013.64%
SEARCY FINANCIAL SERVICES INC /ADV 88,450$14,498,00012.08%
Riverpoint Wealth Management Holdings, LLC 175,195$28,716,00011.21%
MFA WEALTH ADVISORS, LLC 101,048$16,562,780,00010.70%
Northwest Quadrant Wealth Management, LLC 154,604$24,942,00010.51%
McIlrath & Eck, LLC 124,419$20,394,0009.45%
B & T Capital Management DBA Alpha Capital Management 168,142$27,560,0009.43%
Paracle Advisors, LLC 245,074$40,170,0009.36%
View complete list of VANGUARD INDEX FDS shareholders