Evanson Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$782,841
+144.3%
3,759
+158.4%
0.07%
+148.3%
Q2 2023$320,395
+4.5%
1,455
+0.1%
0.03%
-3.3%
Q1 2023$306,520
+3.6%
1,453
+0.1%
0.03%
-6.2%
Q4 2022$295,780
-18.3%
1,451
-24.7%
0.03%
-25.6%
Q3 2022$362,000
-4.0%
1,928
+0.7%
0.04%
+4.9%
Q2 2022$377,000
-15.3%
1,915
+2.5%
0.04%
-4.7%
Q1 2022$445,000
-3.9%
1,869
+2.8%
0.04%
+4.9%
Q4 2021$463,000
+7.2%
1,818
+0.1%
0.04%
-6.8%
Q3 2021$432,000
+0.2%
1,816
+0.1%
0.04%
-2.2%
Q2 2021$431,000
-27.1%
1,815
-32.0%
0.04%
-48.3%
Q1 2021$591,000
+30.8%
2,671
+22.1%
0.09%
+20.8%
Q4 2020$452,000
+16.8%
2,188
-0.3%
0.07%
+2.9%
Q3 2020$387,000
+8.7%
2,195
+1.0%
0.07%
-1.4%
Q2 2020$356,000
+24.5%
2,1740.0%0.07%
+4.4%
Q1 2020$286,000
-32.9%
2,174
-9.1%
0.07%
-19.0%
Q4 2019$426,000
+6.5%
2,391
+0.1%
0.08%
+2.4%
Q3 2019$400,000
+0.3%
2,388
+0.1%
0.08%
+1.2%
Q2 2019$399,000
+4.2%
2,385
+0.1%
0.08%
+2.5%
Q1 2019$383,000
+21.6%
2,383
+4.4%
0.08%
+9.7%
Q4 2018$315,000
-15.8%
2,283
+0.2%
0.07%
-5.3%
Q3 2018$374,000
-18.5%
2,278
-21.8%
0.08%
-16.5%
Q2 2018$459,000
+44.8%
2,912
+41.6%
0.09%
+40.0%
Q1 2018$317,000
-0.3%
2,057
+0.1%
0.06%
+1.6%
Q4 2017$318,000
+5.3%
2,055
+0.2%
0.06%
-1.5%
Q3 2017$302,000
+3.4%
2,0510.0%0.06%
-3.0%
Q2 2017$292,0002,0510.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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