Capital Asset Advisory Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 975 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$46,666,030
+4.0%
221,923
+11.2%
3.20%
+2.0%
Q2 2023$44,876,040
+8.5%
199,520
+1.7%
3.13%
+1.8%
Q1 2023$41,374,294
+6.1%
196,161
+3.2%
3.08%
-1.2%
Q4 2022$39,005,690
+11.0%
190,039
+1.7%
3.11%
-31.9%
Q3 2022$35,142,000
+89.1%
186,943
+98.2%
4.57%
+123.4%
Q2 2022$18,579,000
-14.9%
94,324
+2.7%
2.05%
-11.9%
Q1 2022$21,842,000
+3.1%
91,835
+10.5%
2.32%
+3.4%
Q4 2021$21,175,000
+12.3%
83,116
+4.4%
2.25%
+7.1%
Q3 2021$18,850,000
+2.4%
79,615
+2.6%
2.10%
+3.9%
Q2 2021$18,410,000
+3964.0%
77,565
+3691.1%
2.02%
+2870.6%
Q1 2021$453,000
+1642.3%
2,046
+1498.4%
0.07%
+1260.0%
Q4 2020$26,000
+44.4%
128
+28.0%
0.01%
+25.0%
Q3 2020$18,0000.0%1000.0%0.00%0.0%
Q2 2020$18,000
+20.0%
1000.0%0.00%0.0%
Q1 2020$15,000
-70.0%
100
-63.4%
0.00%
-66.7%
Q4 2019$50,000
-96.4%
273
-97.2%
0.01%
-98.7%
Q2 2017$1,389,000
-22.2%
9,764
-23.9%
0.89%
-30.9%
Q1 2017$1,786,000
+12.2%
12,825
+6.1%
1.29%
-4.4%
Q4 2016$1,592,00012,0921.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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