Clearstead Trust, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Clearstead Trust, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$281,541
-4.7%
1,3520.0%0.09%
-2.1%
Q2 2023$295,504
+3.6%
1,3520.0%0.10%
+4.4%
Q1 2023$285,164
+42461.8%
1,352
-58.9%
0.09%
-59.2%
Q4 2022$670
-99.7%
3,291
+143.4%
0.22%
+153.4%
Q3 2022$254,000
+452.2%
1,352
+480.3%
0.09%
+151.4%
Q2 2022$46,000
-16.4%
2330.0%0.04%
-2.8%
Q1 2022$55,000
-65.2%
233
-62.5%
0.04%
-61.3%
Q4 2021$158,000
+7.5%
6220.0%0.09%0.0%
Q3 2021$147,000
+14600.0%
622
+15450.0%
0.09%
+9200.0%
Q2 2021$1,0000.0%40.0%0.00%0.0%
Q4 2020$1,0000.0%40.0%0.00%0.0%
Q3 2020$1,0000.0%40.0%0.00%0.0%
Q2 2020$1,0000.0%40.0%0.00%0.0%
Q1 2020$1,0000.0%40.0%0.00%0.0%
Q4 2019$1,0000.0%40.0%0.00%0.0%
Q3 2019$1,0000.0%40.0%0.00%0.0%
Q2 2019$1,0000.0%40.0%0.00%0.0%
Q1 2019$1,000
-99.8%
4
-50.0%
0.00%0.0%
Q4 2018$554,000
+9133.3%
8
-80.5%
0.00%
-80.0%
Q2 2018$6,0000.0%410.0%0.01%
+25.0%
Q4 2017$6,0000.0%410.0%0.00%0.0%
Q3 2017$6,0000.0%410.0%0.00%
-20.0%
Q2 2017$6,000410.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders