Dynamic Advisor Solutions 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
Dynamic Advisor Solutions LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,850,527
+63.5%
37,699
+72.8%
0.37%
+49.0%
Q2 2023$4,802,895
-37.4%
21,815
-40.0%
0.25%
-44.5%
Q1 2023$7,667,561
-10.2%
36,353
-13.2%
0.45%
-23.0%
Q4 2022$8,537,159
+1.6%
41,888
-6.3%
0.58%
-9.0%
Q3 2022$8,402,000
-1.0%
44,696
+3.8%
0.64%
-1.7%
Q2 2022$8,483,000
+2.7%
43,066
+24.0%
0.65%
+13.4%
Q1 2022$8,262,000
+14.1%
34,736
+22.3%
0.58%
+11.2%
Q4 2021$7,238,000
+16.4%
28,409
+8.2%
0.52%
+10.5%
Q3 2021$6,216,000
+11.2%
26,253
+11.5%
0.47%
+5.6%
Q2 2021$5,591,000
+25.3%
23,554
+16.8%
0.44%
+7.0%
Q1 2021$4,462,000
-6.8%
20,159
-13.0%
0.41%
-7.6%
Q4 2020$4,789,000
+42.7%
23,159
+21.7%
0.45%
+17.6%
Q3 2020$3,355,000
+16.3%
19,032
+8.1%
0.38%
-2.3%
Q2 2020$2,885,000
+45.8%
17,603
+17.1%
0.39%
+8.0%
Q1 2020$1,979,000
-9.5%
15,032
+22.6%
0.36%
+21.1%
Q4 2019$2,186,000
+47.9%
12,266
+39.1%
0.30%
+30.1%
Q3 2019$1,478,000
-1.7%
8,816
-1.9%
0.23%
-5.0%
Q2 2019$1,503,000
+18.3%
8,989
+13.7%
0.24%
+0.4%
Q1 2019$1,270,000
+7.3%
7,903
+0.4%
0.24%
-4.8%
Q4 2018$1,184,000
-22.8%
7,875
-15.7%
0.25%
-20.8%
Q3 2018$1,534,000
+7.0%
9,342
+2.8%
0.32%
-2.2%
Q2 2018$1,433,000
+7.2%
9,091
+5.0%
0.32%
-5.2%
Q1 2018$1,337,000
+2.3%
8,662
+2.6%
0.34%
-19.9%
Q4 2017$1,307,000
-2.1%
8,442
-7.0%
0.43%
-18.9%
Q3 2017$1,335,000
+8.3%
9,081
+5.0%
0.53%
+10.7%
Q2 2017$1,233,000
+4.8%
8,652
+2.4%
0.48%
+3.9%
Q1 2017$1,177,000
-3.5%
8,451
-8.9%
0.46%
-5.6%
Q4 2016$1,220,000
+75.0%
9,272
+72.3%
0.49%
+84.1%
Q3 2016$697,000
+7.7%
5,382
+2.9%
0.26%
+0.8%
Q2 2016$647,000
-1.8%
5,232
-3.7%
0.26%
-6.4%
Q1 2016$659,000
-3.4%
5,434
-4.2%
0.28%
-0.7%
Q4 2015$682,000
+4.4%
5,675
+1.3%
0.28%
-14.3%
Q3 2015$653,000
-13.0%
5,601
-1.0%
0.33%
-12.7%
Q1 2015$751,000
+10.0%
5,660
+2.4%
0.38%
+3.0%
Q4 2014$683,000
+4.6%
5,526
-0.7%
0.37%
+3.1%
Q3 2014$653,000
+6.4%
5,567
+7.5%
0.36%
-3.8%
Q2 2014$614,000
+6.6%
5,178
+2.2%
0.37%
-6.1%
Q1 2014$576,000
+20.8%
5,067
+17.0%
0.39%
+11.3%
Q4 2013$477,0004,3290.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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