Cypress Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 770 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 3.73 and the average weighting 0.8%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,284,587
-8.6%
25,377
-0.7%
1.46%
-3.6%
Q2 2023$5,779,003
+7.2%
25,555
-0.0%
1.52%
-3.8%
Q1 2023$5,391,206
+3.1%
25,560
-0.4%
1.58%
-6.0%
Q4 2022$5,228,153
+1.2%
25,652
-4.6%
1.68%
-4.4%
Q3 2022$5,168,000
-3.5%
26,893
-1.1%
1.76%
+2.9%
Q2 2022$5,355,000
-21.1%
27,186
-4.7%
1.71%
-7.7%
Q1 2022$6,786,000
-11.6%
28,533
-5.3%
1.85%
-11.9%
Q4 2021$7,674,000
+8.9%
30,119
+1.2%
2.10%
-0.5%
Q3 2021$7,049,000
+0.1%
29,772
+0.3%
2.11%
+9.7%
Q2 2021$7,042,000
-11.2%
29,671
-17.2%
1.92%
+16.0%
Q1 2021$7,930,000
+5.7%
35,825
-1.3%
1.66%
-1.1%
Q4 2020$7,504,000
+23.2%
36,293
+5.0%
1.68%
+7.4%
Q3 2020$6,092,000
+18.3%
34,561
+10.0%
1.56%
+27.4%
Q2 2020$5,149,000
+16.8%
31,413
-6.2%
1.22%
-5.6%
Q1 2020$4,409,000
-35.6%
33,491
-12.9%
1.30%
-24.9%
Q4 2019$6,851,000
+5.4%
38,449
-0.9%
1.73%
-3.1%
Q3 2019$6,500,000
-1.6%
38,783
-1.8%
1.78%
-6.4%
Q2 2019$6,603,000
+8.1%
39,500
+3.9%
1.90%
-1.6%
Q1 2019$6,111,000
+20.5%
38,015
+3.5%
1.94%
-3.8%
Q4 2018$5,073,000
-28.5%
36,715
-15.1%
2.01%
-20.8%
Q3 2018$7,098,000
+9.2%
43,233
+4.9%
2.54%
+2.9%
Q2 2018$6,499,000
+12.7%
41,229
+10.3%
2.47%
+0.3%
Q1 2018$5,767,000
+6.9%
37,395
+7.2%
2.46%
+9.8%
Q4 2017$5,397,00034,8712.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
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