Regal Wealth Group, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
Regal Wealth Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,470,691
-4.4%
26,271
+0.5%
3.74%
-0.4%
Q2 2023$5,720,253
+96.1%
26,138
+89.4%
3.75%
+81.1%
Q1 2023$2,916,833
+46.6%
13,799
+41.4%
2.07%
+41.8%
Q4 2022$1,989,593
+6.3%
9,7620.0%1.46%
+1.2%
Q3 2022$1,871,000
-2.7%
9,7620.0%1.44%
+4.0%
Q2 2022$1,923,000
-15.4%
9,7620.0%1.39%
-2.1%
Q1 2022$2,273,000
-9.4%
9,762
-0.8%
1.42%
+0.4%
Q4 2021$2,508,000
+7.6%
9,8430.0%1.41%
+1.0%
Q3 2021$2,330,000
-0.3%
9,8430.0%1.40%
+1.4%
Q2 2021$2,336,000
+7.2%
9,8430.0%1.38%
+7.8%
Q1 2021$2,179,000
+4.4%
9,843
-2.5%
1.28%
+0.5%
Q4 2020$2,087,000
+12.7%
10,095
-3.9%
1.27%
-11.7%
Q3 2020$1,851,000
+7.6%
10,5000.0%1.44%
+1.5%
Q2 2020$1,721,000
+24.5%
10,5000.0%1.42%
+5.0%
Q1 2020$1,382,000
-26.1%
10,5000.0%1.35%
+11.7%
Q4 2019$1,871,000
+6.3%
10,5000.0%1.21%
+0.2%
Q3 2019$1,760,000
+0.3%
10,5000.0%1.21%
-0.8%
Q2 2019$1,755,000
+4.0%
10,5000.0%1.22%
+0.2%
Q1 2019$1,688,000
+16.3%
10,5000.0%1.22%
-8.2%
Q4 2018$1,451,000
-15.8%
10,5000.0%1.32%
+12.1%
Q3 2018$1,724,000
+4.2%
10,5000.0%1.18%
-33.0%
Q2 2018$1,655,000
+2.2%
10,5000.0%1.76%
+41.1%
Q1 2018$1,619,000
-0.4%
10,5000.0%1.25%
+8.7%
Q4 2017$1,625,000
+5.2%
10,5000.0%1.15%
+0.8%
Q3 2017$1,544,000
+3.2%
10,5000.0%1.14%
-1.9%
Q2 2017$1,496,000
+2.3%
10,5000.0%1.16%
+4.1%
Q1 2017$1,462,000
+5.8%
10,5000.0%1.12%
-0.6%
Q4 2016$1,382,000
+1.7%
10,5000.0%1.12%
-9.0%
Q3 2016$1,359,000
+4.7%
10,5000.0%1.23%
+0.9%
Q2 2016$1,298,000
+2.0%
10,5000.0%1.22%
-0.3%
Q1 2016$1,273,000
+1.0%
10,5000.0%1.23%
-1.4%
Q4 2015$1,261,00010,5001.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders