LEVEL FOUR ADVISORY SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$961,468
+11.9%
4,617
+18.3%
0.06%
+19.2%
Q2 2023$859,336
+11.3%
3,903
+6.6%
0.05%
+2.0%
Q1 2023$772,283
+20.5%
3,661
+16.4%
0.05%
+6.2%
Q4 2022$640,943
+14.7%
3,145
+5.7%
0.05%
-11.1%
Q3 2022$559,000
+1.3%
2,974
+6.1%
0.05%
+3.8%
Q2 2022$552,000
+15.5%
2,802
+39.5%
0.05%
+40.5%
Q1 2022$478,000
-6.3%
2,008
+0.3%
0.04%
-5.1%
Q4 2021$510,000
+92.5%
2,001
+78.7%
0.04%
+39.3%
Q3 2021$265,000
-54.5%
1,120
-54.4%
0.03%
-30.0%
Q2 2021$582,000
-8.6%
2,454
-14.7%
0.04%
-18.4%
Q1 2021$637,000
+15.2%
2,876
+7.5%
0.05%
+11.4%
Q4 2020$553,000
+6.8%
2,676
-8.9%
0.04%
+10.0%
Q3 2020$518,000
-29.7%
2,939
-35.2%
0.04%
-29.8%
Q2 2020$737,000
+12.3%
4,537
-8.6%
0.06%
-27.8%
Q1 2020$656,000
-30.9%
4,962
-7.3%
0.08%
+107.9%
Q4 2019$950,000
+34.8%
5,352
+27.3%
0.04%
-47.9%
Q3 2019$705,000
-2.6%
4,204
-2.9%
0.07%0.0%
Q2 2019$724,000
-13.9%
4,330
-17.3%
0.07%
-21.5%
Q1 2019$841,000
+19.1%
5,234
+2.5%
0.09%
+5.7%
Q4 2018$706,000
-4.3%
5,106
+13.6%
0.09%
+10.0%
Q3 2018$738,000
+17.3%
4,496
+12.7%
0.08%
+73.9%
Q2 2018$629,000
+1.3%
3,990
-0.9%
0.05%
-4.2%
Q1 2018$621,000
+19.7%
4,025
+20.0%
0.05%
+20.0%
Q4 2017$519,000
+46.6%
3,354
+39.2%
0.04%
+29.0%
Q3 2017$354,000
-36.0%
2,409
-40.0%
0.03%
-63.5%
Q2 2017$553,000
-5.8%
4,016
-5.6%
0.08%
+41.7%
Q1 2017$587,000
+40.8%
4,254
+34.3%
0.06%
+13.2%
Q4 2016$417,0003,1670.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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