Summit Financial Wealth Advisors, 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
Summit Financial Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,722,094
-8.3%
13,176
-2.3%
0.67%
-2.5%
Q2 2023$2,967,961
+3.8%
13,481
-0.6%
0.69%
+1.2%
Q1 2023$2,860,208
+3.3%
13,561
-0.2%
0.68%
+1.5%
Q4 2022$2,768,351
-0.5%
13,583
-2.0%
0.67%
-16.4%
Q3 2022$2,781,000
-5.9%
13,864
-2.8%
0.80%
+13.2%
Q2 2022$2,954,000
-13.4%
14,258
-0.6%
0.71%
+2.3%
Q1 2022$3,412,000
-8.6%
14,344
-2.7%
0.69%
-4.6%
Q4 2021$3,734,000
+5.5%
14,749
-1.4%
0.72%
-10.0%
Q3 2021$3,541,000
-3.6%
14,956
-3.4%
0.80%
-3.1%
Q2 2021$3,673,000
-3.3%
15,476
-15.8%
0.83%
-14.3%
Q1 2021$3,798,000
-78.8%
18,370
-81.9%
0.97%
-80.2%
Q4 2020$17,905,000
-0.5%
101,581
+1.1%
4.88%
+1.7%
Q3 2020$17,991,000
+4.2%
100,449
-3.2%
4.80%
+4.3%
Q2 2020$17,259,000
+40.4%
103,796
+13.2%
4.60%
+18.9%
Q1 2020$12,292,000
-21.5%
91,696
+5.0%
3.87%
+1.7%
Q4 2019$15,668,000
+13.5%
87,302
+5.5%
3.81%
+12.4%
Q3 2019$13,802,000
+3.0%
82,784
+3.3%
3.39%
+3.3%
Q2 2019$13,400,000
+9.6%
80,163
+7.1%
3.28%
+1.6%
Q1 2019$12,222,000
+19.5%
74,868
+1.1%
3.23%
-2.7%
Q4 2018$10,229,000
-21.5%
74,025
-13.1%
3.32%
-14.8%
Q3 2018$13,038,000
+2.2%
85,155
+2.9%
3.90%
-8.7%
Q2 2018$12,760,000
-0.7%
82,745
-0.7%
4.27%
+1.0%
Q1 2018$12,854,000
+21.8%
83,353
+22.2%
4.22%
+16.5%
Q4 2017$10,557,000
+15.4%
68,205
+9.6%
3.63%
+9.1%
Q3 2017$9,145,000
+44.5%
62,208
+40.1%
3.33%
+32.9%
Q2 2017$6,328,000
+148.9%
44,402
+143.2%
2.50%
+125.5%
Q1 2017$2,542,000
+68.1%
18,256
+58.9%
1.11%
+66.9%
Q4 2016$1,512,000
+12.8%
11,489
+11.0%
0.66%
+14.7%
Q3 2016$1,340,00010,3490.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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