Trellis Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,042 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.

Quarter-by-quarter ownership
Trellis Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$772,154
-5.4%
3,7080.0%0.35%
-3.0%
Q2 2023$816,353
+4.4%
3,7080.0%0.36%
-3.2%
Q1 2023$782,091
+3.5%
3,7080.0%0.38%
-5.1%
Q4 2022$755,727
+8.4%
3,7080.0%0.40%0.0%
Q3 2022$697,000
-4.5%
3,7080.0%0.40%
-1.0%
Q2 2022$730,000
-20.0%
3,708
-3.3%
0.40%
-12.3%
Q1 2022$912,000
-3.5%
3,833
+3.4%
0.46%
+1.8%
Q4 2021$945,000
+7.6%
3,7080.0%0.45%
-0.7%
Q3 2021$878,000
-0.2%
3,7080.0%0.45%
-1.3%
Q2 2021$880,000
+7.2%
3,7080.0%0.46%
-0.7%
Q1 2021$821,000
+7.0%
3,7080.0%0.46%
-0.4%
Q4 2020$767,000
+17.3%
3,7080.0%0.46%
-1.1%
Q3 2020$654,000
+7.6%
3,7080.0%0.47%
-2.1%
Q2 2020$608,000
+24.6%
3,7080.0%0.48%
+1.5%
Q1 2020$488,000
-26.2%
3,7080.0%0.47%
-9.6%
Q4 2019$661,000
+15.0%
3,708
+8.1%
0.52%
+6.8%
Q3 2019$575,000
+0.3%
3,4300.0%0.49%0.0%
Q2 2019$573,000
+4.0%
3,4300.0%0.49%
-1.8%
Q1 2019$551,000
+16.2%
3,4300.0%0.50%
+3.1%
Q4 2018$474,000
-15.8%
3,4300.0%0.48%
-3.4%
Q3 2018$563,000
+4.1%
3,4300.0%0.50%
-2.0%
Q2 2018$541,0003,4300.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders