Capital Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,015 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,488,116
-4.6%
16,750
+0.9%
0.34%
-5.5%
Q2 2023$3,654,565
+2.4%
16,600
-1.9%
0.36%
-14.3%
Q1 2023$3,567,442
+5.5%
16,914
+1.9%
0.42%
+5.0%
Q4 2022$3,382,616
+15.8%
16,597
+6.8%
0.40%
+5.8%
Q3 2022$2,922,000
+23.7%
15,546
+29.6%
0.38%
+32.5%
Q2 2022$2,362,000
-1.5%
11,993
+18.9%
0.29%
+9.6%
Q1 2022$2,399,000
-18.8%
10,088
-13.1%
0.26%
-25.4%
Q4 2021$2,956,000
+12.7%
11,605
+4.8%
0.35%
+5.7%
Q3 2021$2,622,000
+0.3%
11,075
+0.5%
0.33%
+0.6%
Q2 2021$2,615,000
+5.9%
11,017
-1.3%
0.33%
-5.7%
Q1 2021$2,470,000
+4.3%
11,160
-2.6%
0.35%
-0.9%
Q4 2020$2,369,000
+11.4%
11,458
-5.1%
0.35%
-12.0%
Q3 2020$2,127,000
+54.8%
12,070
+43.9%
0.40%
+43.9%
Q2 2020$1,374,000
+24.3%
8,385
-0.1%
0.28%
+3.0%
Q1 2020$1,105,000
-31.1%
8,394
-6.7%
0.27%
-37.1%
Q4 2019$1,603,000
+3.2%
8,998
-2.9%
0.43%
-0.9%
Q3 2019$1,553,000
+428.2%
9,265
+431.9%
0.43%
+386.5%
Q2 2019$294,000
-6.4%
1,742
-10.8%
0.09%
-23.9%
Q1 2019$314,000
+6.1%
1,954
-8.8%
0.12%
-7.1%
Q4 2018$296,000
-24.5%
2,142
-10.4%
0.13%
-31.5%
Q3 2018$392,000
-8.8%
2,390
-12.4%
0.18%
-14.4%
Q2 2018$430,000
-4.0%
2,728
-6.2%
0.22%
-14.0%
Q1 2018$448,000
-51.0%
2,907
-55.6%
0.25%
-53.4%
Q4 2017$915,000
-22.5%
6,545
-24.3%
0.54%
-25.9%
Q3 2017$1,180,000
-0.7%
8,641
-4.1%
0.72%
-7.4%
Q2 2017$1,188,000
+7.7%
9,012
+5.6%
0.78%
-3.2%
Q1 2017$1,103,000
+31.8%
8,532
+24.9%
0.81%
+11.6%
Q4 2016$837,0006,8290.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders