Trellis Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

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 Q3 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders