Cornerstone Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,575,897
-8.1%
12,370
-2.9%
0.45%
-8.5%
Q2 2023$2,804,118
+6.8%
12,737
+2.3%
0.49%
+4.2%
Q1 2023$2,625,394
+9.3%
12,447
+5.6%
0.47%0.0%
Q4 2022$2,402,994
+12.0%
11,790
+3.3%
0.47%
-1.3%
Q3 2022$2,145,000
+0.0%
11,408
+4.8%
0.48%
-2.2%
Q2 2022$2,144,000
-46.6%
10,882
-35.5%
0.49%
-19.9%
Q1 2022$4,014,000
+5.5%
16,875
+13.0%
0.61%
+11.9%
Q4 2021$3,806,000
+14.0%
14,938
+5.9%
0.55%
-1.1%
Q3 2021$3,339,000
+12.5%
14,103
+12.8%
0.55%
+10.6%
Q2 2021$2,967,000
+11.7%
12,501
+4.2%
0.50%
-0.6%
Q1 2021$2,656,000
+12.0%
12,001
+4.6%
0.50%
+4.8%
Q4 2020$2,372,000
+18.4%
11,470
+0.9%
0.48%
+2.8%
Q3 2020$2,004,000
+11.6%
11,367
+3.8%
0.47%
-0.4%
Q2 2020$1,796,000
+53.8%
10,953
+23.4%
0.47%
+32.1%
Q1 2020$1,168,000
-68.4%
8,873
-57.3%
0.36%
-53.7%
Q4 2019$3,701,000
+5.8%
20,770
-0.4%
0.77%
+1.6%
Q3 2019$3,497,000
-8.0%
20,862
-8.3%
0.75%
-8.5%
Q2 2019$3,803,000
+4.4%
22,750
+0.4%
0.82%
+2.9%
Q1 2019$3,642,000
+13.1%
22,657
-2.8%
0.80%
-5.2%
Q4 2018$3,221,000
-19.9%
23,310
-4.8%
0.84%
-29.1%
Q3 2018$4,019,000
+1.7%
24,478
-2.4%
1.19%
-8.4%
Q2 2018$3,952,000
-5.0%
25,071
-7.1%
1.30%
-13.2%
Q1 2018$4,161,000
+0.8%
26,985
+1.2%
1.50%
+5.9%
Q4 2017$4,129,000
-7.8%
26,677
-12.5%
1.42%
-6.7%
Q3 2017$4,480,000
+2.0%
30,476
-1.1%
1.52%
+3.1%
Q2 2017$4,392,000
+21.3%
30,819
+18.5%
1.47%
-19.6%
Q1 2017$3,622,000
+5.8%
26,013
-0.0%
1.83%
-28.8%
Q4 2016$3,425,000
+4.5%
26,020
+2.8%
2.57%
-4.5%
Q3 2016$3,276,000
+7.8%
25,306
+2.9%
2.69%
+5.2%
Q2 2016$3,040,000
+0.2%
24,586
-1.8%
2.56%
-1.4%
Q1 2016$3,035,000
+11.9%
25,036
+10.9%
2.59%
+11.0%
Q4 2015$2,712,00022,5782.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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