Mutual Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,363,846
+91.6%
54,571
+102.6%
0.44%
+96.9%
Q2 2023$5,930,630
+25.2%
26,938
+19.9%
0.22%
+16.0%
Q1 2023$4,737,466
+3.0%
22,461
-0.5%
0.19%
-5.8%
Q4 2022$4,601,185
+2.0%
22,576
-5.9%
0.21%
-11.2%
Q3 2022$4,509,000
-8.2%
23,988
-3.8%
0.23%
-28.6%
Q2 2022$4,912,000
-20.5%
24,936
-4.1%
0.32%
-6.1%
Q1 2022$6,182,000
-11.8%
25,992
-5.5%
0.35%
-6.7%
Q4 2021$7,006,000
+42.4%
27,498
+32.4%
0.37%
+27.5%
Q3 2021$4,919,000
+15.6%
20,774
+15.9%
0.29%
+15.5%
Q2 2021$4,255,000
+2.7%
17,928
-4.2%
0.25%
-11.0%
Q1 2021$4,143,000
+91.9%
18,717
+79.2%
0.28%
+76.9%
Q4 2020$2,159,000
+15.2%
10,443
-1.8%
0.16%
-1.2%
Q3 2020$1,874,000
-29.1%
10,631
-34.1%
0.16%
-37.7%
Q2 2020$2,644,000
+257.3%
16,132
+186.9%
0.26%
+160.0%
Q1 2020$740,000
-52.0%
5,623
-35.1%
0.10%
-39.0%
Q4 2019$1,543,000
+26.0%
8,660
+18.5%
0.16%
+1.2%
Q3 2019$1,225,000
+1.2%
7,310
+1.0%
0.16%
+3.2%
Q2 2019$1,210,000
+18.2%
7,241
+13.7%
0.16%
+3.3%
Q1 2019$1,024,000
+22.1%
6,371
+5.0%
0.15%
-7.9%
Q4 2018$839,000
-34.7%
6,069
-22.5%
0.16%
-15.4%
Q3 2018$1,285,000
+18.2%
7,826
+13.5%
0.20%
-21.4%
Q2 2018$1,087,000
+3.7%
6,897
+1.5%
0.25%
-6.8%
Q1 2018$1,048,000
+9.4%
6,794
+9.7%
0.27%
-26.5%
Q4 2017$958,0006,1930.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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