Caprock Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 889 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.35 and the average weighting 0.8%.

Quarter-by-quarter ownership
Caprock Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,726,997
-4.2%
41,908
+1.3%
0.66%
-1.3%
Q2 2023$9,111,007
+2.5%
41,383
-1.8%
0.67%
-2.9%
Q1 2023$8,888,862
+0.6%
42,143
-2.8%
0.69%
-16.3%
Q4 2022$8,839,412
+14.3%
43,370
+5.4%
0.82%
+10.5%
Q3 2022$7,733,000
-0.7%
41,137
+4.0%
0.74%
-2.5%
Q2 2022$7,791,000
-18.4%
39,553
-1.5%
0.76%
-14.9%
Q1 2022$9,549,000
-5.6%
40,147
+1.1%
0.90%
+7.7%
Q4 2021$10,118,000
+2.7%
39,713
-4.5%
0.83%
-5.2%
Q3 2021$9,848,000
+0.7%
41,594
+1.0%
0.88%
-1.1%
Q2 2021$9,779,000
+6.7%
41,200
-0.5%
0.89%
-11.2%
Q1 2021$9,163,000
+6.3%
41,399
-0.7%
1.00%
+1.9%
Q4 2020$8,618,000
+18.4%
41,680
+0.9%
0.98%
-1.4%
Q3 2020$7,281,000
+3.0%
41,307
-4.2%
1.00%
-6.1%
Q2 2020$7,068,000
+24.8%
43,123
+0.3%
1.06%
-0.9%
Q1 2020$5,662,000
-62.4%
43,010
-49.1%
1.07%
-60.1%
Q4 2019$15,041,000
+5.5%
84,417
-0.8%
2.69%
-3.4%
Q3 2019$14,259,000
+1.7%
85,075
+1.8%
2.78%
+1.6%
Q2 2019$14,021,000
+5.5%
83,592
+1.5%
2.74%
+6.2%
Q1 2019$13,289,000
+15.5%
82,391
-1.0%
2.58%
-2.5%
Q4 2018$11,505,000
-11.1%
83,264
+6.1%
2.65%
+0.6%
Q3 2018$12,943,000
+4.9%
78,470
+0.3%
2.63%
+0.9%
Q2 2018$12,337,000
+5.4%
78,263
+3.1%
2.61%
+4.4%
Q1 2018$11,707,000
-3.2%
75,919
+0.8%
2.50%
+6.2%
Q4 2017$12,090,000
+8.1%
75,292
-0.7%
2.35%
+0.9%
Q3 2017$11,186,000
+3.9%
75,831
+0.4%
2.33%
-2.6%
Q2 2017$10,770,000
+7.2%
75,566
+4.7%
2.39%
+1.3%
Q1 2017$10,050,000
-0.7%
72,178
-6.1%
2.36%
-7.3%
Q4 2016$10,117,000
+6.7%
76,856
+4.9%
2.55%
+18.4%
Q3 2016$9,482,000
+6.3%
73,254
+1.5%
2.15%
-1.1%
Q2 2016$8,921,000
-1.4%
72,160
-3.3%
2.18%
+1.4%
Q1 2016$9,044,000
+51.8%
74,600
+50.4%
2.14%
-37.1%
Q4 2015$5,957,000
+7.6%
49,593
+4.5%
3.41%
-13.3%
Q3 2015$5,535,000
+53.8%
47,444
+67.9%
3.93%
+19.2%
Q2 2015$3,600,000
+114.7%
28,249
+123.5%
3.30%
+92.4%
Q1 2015$1,677,00012,6381.71%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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