Schneider Downs Wealth Management Advisors, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,042 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.

Quarter-by-quarter ownership
Schneider Downs Wealth Management Advisors, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$33,024,337
-2.3%
158,588
+3.3%
7.65%
-1.0%
Q2 2023$33,813,978
+5.9%
153,588
+1.5%
7.72%
+17.8%
Q1 2023$31,929,417
+3.9%
151,382
+0.4%
6.56%
-2.6%
Q4 2022$30,721,359
+23.2%
150,735
+13.6%
6.74%
-7.8%
Q3 2022$24,935,000
-3.1%
132,648
+1.6%
7.30%
+1.6%
Q2 2022$25,724,000
-17.4%
130,596
-0.3%
7.19%
-9.4%
Q1 2022$31,157,000
-4.8%
131,002
+1.9%
7.94%
+1.5%
Q4 2021$32,745,000
+5.4%
128,527
-2.1%
7.82%
-2.5%
Q3 2021$31,072,000
-0.1%
131,239
+0.1%
8.03%
-0.4%
Q2 2021$31,106,000
+6.8%
131,056
-0.4%
8.06%
+13.2%
Q1 2021$29,131,000
+7.8%
131,610
+0.7%
7.12%
-5.4%
Q4 2020$27,018,000
+18.3%
130,668
+0.9%
7.52%
-1.7%
Q3 2020$22,829,000
+9.2%
129,520
+1.5%
7.66%
+7.2%
Q2 2020$20,910,000
+44.1%
127,571
+15.8%
7.14%
+34.3%
Q1 2020$14,509,000
-19.6%
110,210
+8.8%
5.32%
-1.3%
Q4 2019$18,056,000
+7.6%
101,338
+1.2%
5.39%
+3.3%
Q3 2019$16,778,000
+1.0%
100,110
+0.8%
5.22%
-10.0%
Q2 2019$16,607,000
+1.3%
99,349
-2.6%
5.80%
-6.2%
Q1 2019$16,395,000
+20.2%
101,992
+3.3%
6.18%
+4.9%
Q4 2018$13,641,000
-12.2%
98,722
+4.3%
5.90%
-40.1%
Q3 2018$15,537,000
+7.6%
94,629
+3.3%
9.84%
+2.6%
Q2 2018$14,436,000
-42.7%
91,574
-44.0%
9.59%
+34.8%
Q1 2018$25,198,000
+116.1%
163,406
+116.9%
7.11%
+5.5%
Q4 2017$11,660,000
+7.2%
75,332
+1.8%
6.74%
-3.8%
Q3 2017$10,875,000
+2.6%
73,977
-0.5%
7.01%
+0.8%
Q2 2017$10,596,000
+11.7%
74,348
+9.2%
6.96%
+7.2%
Q1 2017$9,484,000
+10.6%
68,112
+4.6%
6.49%
+11.3%
Q4 2016$8,573,000
+8.1%
65,127
+6.4%
5.83%
+13.5%
Q3 2016$7,927,000
+7.0%
61,238
+2.2%
5.13%
+2.8%
Q2 2016$7,407,000
+5.3%
59,913
+3.2%
5.00%
+1.9%
Q1 2016$7,036,000
+18.8%
58,041
+17.7%
4.90%
-28.6%
Q4 2015$5,925,00049,3286.87%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders