Peak Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,048 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.8%.

Quarter-by-quarter ownership
Peak Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,451,818
-3.4%
11,774
+2.2%
0.59%
+0.9%
Q2 2023$2,537,565
+8.1%
11,526
+3.5%
0.59%
+2.3%
Q1 2023$2,348,173
+49.1%
11,133
+44.0%
0.57%
+39.7%
Q4 2022$1,575,247
+14.6%
7,729
+5.6%
0.41%
+4.8%
Q3 2022$1,375,000
+19.2%
7,317
+24.8%
0.39%
+24.1%
Q2 2022$1,154,000
-36.2%
5,861
-23.0%
0.32%
-24.9%
Q1 2022$1,810,000
-1.8%
7,612
+5.2%
0.42%
-0.9%
Q4 2021$1,844,000
+17.4%
7,237
+9.1%
0.42%
+9.8%
Q3 2021$1,571,000
+18.0%
6,636
+18.4%
0.39%
+16.9%
Q2 2021$1,331,000
+76.8%
5,606
+64.7%
0.33%
+81.9%
Q1 2021$753,000
+52.7%
3,403
+42.8%
0.18%
+41.1%
Q4 2020$493,000
+29.7%
2,383
+10.4%
0.13%
+14.2%
Q3 2020$380,000
+23.8%
2,158
+15.2%
0.11%
+15.3%
Q2 2020$307,000
-51.9%
1,873
-47.7%
0.10%
-49.2%
Q4 2019$638,000
+3.7%
3,581
-2.5%
0.19%
-4.0%
Q3 2019$615,000
-2.2%
3,671
-2.5%
0.20%
-2.4%
Q2 2019$629,000
-1.7%
3,765
-5.4%
0.21%
-5.5%
Q1 2019$640,000
+7.7%
3,981
-7.5%
0.22%
-2.2%
Q4 2018$594,000
-38.3%
4,302
-26.6%
0.22%
-31.2%
Q3 2018$962,000
+3.0%
5,859
-1.1%
0.32%
-4.4%
Q2 2018$934,000
+2.5%
5,923
+0.3%
0.34%
+1.2%
Q1 2018$911,000
-5.7%
5,908
-5.3%
0.34%
-5.1%
Q4 2017$966,000
+2.2%
6,240
-2.9%
0.35%
+4.4%
Q3 2017$945,000
-1.2%
6,427
-4.2%
0.34%
-4.8%
Q2 2017$956,000
+5.9%
6,708
+3.5%
0.36%
+3.8%
Q1 2017$903,000
-5.4%
6,483
-10.6%
0.34%
-10.5%
Q4 2016$955,000
-14.0%
7,255
-15.5%
0.38%
-18.2%
Q3 2016$1,111,000
+2.8%
8,581
-1.8%
0.47%
-2.3%
Q2 2016$1,081,000
+2.5%
8,742
+0.4%
0.48%
-4.4%
Q1 2016$1,055,000
-10.7%
8,703
-11.5%
0.50%
-13.8%
Q4 2015$1,181,000
-12.6%
9,836
-15.0%
0.58%
-19.6%
Q3 2015$1,351,000
-6.1%
11,576
+2.6%
0.72%
-4.4%
Q2 2015$1,438,000
+2.6%
11,287
+6.9%
0.75%
+8.5%
Q1 2015$1,401,000
+5.3%
10,554
-2.0%
0.70%
-0.9%
Q4 2014$1,331,00010,7740.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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