Wealth Architects, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wealth Architects, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$871,513
-12.1%
4,185
-7.1%
0.15%
-9.8%
Q2 2023$991,918
+12.4%
4,505
+7.7%
0.16%
+5.1%
Q1 2023$882,383
+3.5%
4,184
+0.0%
0.16%
-3.1%
Q4 2022$852,548
+8.5%
4,183
+0.0%
0.16%
-2.4%
Q3 2022$786,000
-4.6%
4,1820.0%0.16%
+2.5%
Q2 2022$824,000
-17.2%
4,1820.0%0.16%
-4.7%
Q1 2022$995,000
-3.6%
4,182
+3.3%
0.17%
-6.6%
Q4 2021$1,032,000
+7.7%
4,049
+0.0%
0.18%
-2.7%
Q3 2021$958,000
+23.6%
4,048
+24.0%
0.19%
+22.4%
Q2 2021$775,000
+7.2%
3,2650.0%0.15%
-3.2%
Q1 2021$723,000
+0.6%
3,265
-6.0%
0.16%
-6.0%
Q4 2020$719,000
+15.8%
3,475
-1.4%
0.17%
-0.6%
Q3 2020$621,000
+15.0%
3,523
+6.9%
0.17%
+11.3%
Q2 2020$540,000
+24.4%
3,2950.0%0.15%0.0%
Q1 2020$434,000
-26.1%
3,2950.0%0.15%
-7.9%
Q4 2019$587,000
+7.9%
3,295
+1.5%
0.16%
-1.2%
Q3 2019$544,000
+0.2%
3,2460.0%0.17%
+1.2%
Q2 2019$543,000
+4.0%
3,2460.0%0.16%
+0.6%
Q1 2019$522,000
+16.3%
3,2460.0%0.16%
+1.2%
Q4 2018$449,000
-15.8%
3,2460.0%0.16%
-1.8%
Q3 2018$533,000
+5.8%
3,246
+1.6%
0.16%
+0.6%
Q2 2018$504,000
+1.0%
3,195
-1.4%
0.16%
-1.2%
Q1 2018$499,000
+0.8%
3,239
+1.4%
0.16%
+1.9%
Q4 2017$495,000
+5.3%
3,1950.0%0.16%
-0.6%
Q3 2017$470,000
+3.3%
3,1950.0%0.16%
-3.6%
Q2 2017$455,000
+2.2%
3,1950.0%0.17%
-4.5%
Q1 2017$445,000
+5.7%
3,1950.0%0.18%
-5.3%
Q4 2016$421,000
+1.9%
3,1950.0%0.19%
-2.1%
Q3 2016$413,000
+4.8%
3,1950.0%0.19%0.0%
Q2 2016$394,000
+1.8%
3,1950.0%0.19%
-1.0%
Q1 2016$387,000
+0.8%
3,1950.0%0.19%
+1.6%
Q4 2015$384,000
+2.9%
3,1950.0%0.19%
-5.0%
Q3 2015$373,000
-8.4%
3,1950.0%0.20%
-8.7%
Q2 2015$407,000
-4.0%
3,1950.0%0.22%
-10.2%
Q1 2015$424,000
+7.3%
3,1950.0%0.24%
+5.2%
Q4 2014$395,0003,1950.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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