Clear Perspective Advisors, 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
Clear Perspective Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$736,000
+7.6%
2,8880.0%0.22%
-4.7%
Q3 2021$684,000
-0.1%
2,8880.0%0.23%
-1.7%
Q2 2021$685,000
+5.4%
2,888
-1.7%
0.24%
-6.3%
Q1 2021$650,000
+8.0%
2,938
+0.9%
0.25%
+3.3%
Q4 2020$602,000
+66.3%
2,9130.0%0.25%
+44.7%
Q3 2020$362,000
-26.1%
2,913
-2.5%
0.17%
-36.3%
Q2 2020$490,000
+24.7%
2,9880.0%0.27%
+1.9%
Q1 2020$393,000
-34.4%
2,988
-11.1%
0.26%
-29.4%
Q4 2019$599,000
-46.3%
3,362
-49.5%
0.37%
-26.5%
Q3 2019$1,115,000
+102.0%
6,664
+101.8%
0.50%
+42.7%
Q2 2019$552,000
-16.5%
3,302
-19.7%
0.35%
-24.5%
Q1 2019$661,000
-9.7%
4,110
-22.5%
0.47%
-23.0%
Q4 2018$732,000
-15.9%
5,3010.0%0.61%
-5.6%
Q3 2018$870,000
+0.8%
5,301
-3.2%
0.64%
+6.8%
Q2 2018$863,000
-73.6%
5,476
-74.2%
0.60%
-75.3%
Q1 2018$3,270,000
+6.4%
21,202
+6.8%
2.44%
+4.0%
Q4 2017$3,072,000
+24.8%
19,848
+18.5%
2.35%
+16.8%
Q3 2017$2,462,000
+6.3%
16,751
+3.1%
2.01%
+3.3%
Q2 2017$2,315,000
+8.4%
16,246
+5.9%
1.94%
+37.7%
Q1 2017$2,136,000
-0.6%
15,340
-6.0%
1.41%
-1.0%
Q4 2016$2,149,00016,3271.43%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders