O'Brien Wealth Partners 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
O'Brien Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2021$210,000
-28.1%
925
-59.8%
0.07%
-57.3%
Q1 2020$292,000
-41.2%
2,302
-17.4%
0.16%
-53.8%
Q4 2019$497,000
+0.6%
2,787
-5.4%
0.36%
-8.5%
Q3 2019$494,000
-2.2%
2,945
-0.9%
0.39%
+5.1%
Q2 2019$505,000
-0.4%
2,973
-5.8%
0.37%
+3.1%
Q1 2019$507,000
+5.4%
3,156
-4.1%
0.36%
+8.8%
Q4 2018$481,000
-24.5%
3,291
-15.1%
0.33%
-20.5%
Q3 2018$637,000
-95.9%
3,877
-96.1%
0.41%
-96.4%
Q2 2018$15,592,000
+1.8%
98,908
-0.4%
11.63%
+10.3%
Q1 2018$15,316,000
-1.9%
99,321
-1.5%
10.54%
+7.0%
Q4 2017$15,605,000
+0.6%
100,821
-4.4%
9.85%
+22.1%
Q3 2017$15,507,000
+3.5%
105,489
+0.4%
8.07%
+2.0%
Q2 2017$14,976,000
+0.3%
105,077
-2.0%
7.91%
-4.7%
Q1 2017$14,936,000
+0.7%
107,265
-4.8%
8.29%
-6.5%
Q4 2016$14,830,000
+8.6%
112,661
+6.8%
8.87%
-0.5%
Q3 2016$13,655,000
+13.1%
105,493
+8.0%
8.92%
+5.9%
Q2 2016$12,075,000
+38.5%
97,667
+35.8%
8.42%
+24.3%
Q1 2016$8,720,000
+452.2%
71,930
+447.2%
6.78%
+338.9%
Q4 2015$1,579,00013,1441.54%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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