Valeo Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$904,587
+36.7%
4,344
+44.6%
0.04%
+36.7%
Q2 2023$661,594
-13.0%
3,005
-90.5%
0.03%
-18.9%
Q1 2023$760,743
+25.7%
31,723
+968.5%
0.04%
+12.1%
Q4 2022$605,087
+10.4%
2,969
+1.8%
0.03%
-5.7%
Q3 2022$548,000
-4.5%
2,9160.0%0.04%
-2.8%
Q2 2022$574,000
-13.9%
2,916
-89.8%
0.04%
+5.9%
Q1 2022$667,000
+20.0%
28,632
+1211.6%
0.03%
+13.3%
Q4 2021$556,000
-3.8%
2,183
-10.6%
0.03%
-9.1%
Q3 2021$578,000
-8.7%
2,443
-8.4%
0.03%
-13.2%
Q2 2021$633,000
+59.8%
2,666
+49.0%
0.04%
+111.1%
Q1 2021$396,000
+6.7%
1,789
-0.2%
0.02%
-5.3%
Q4 2020$371,000
+22.8%
1,793
+4.6%
0.02%
-26.9%
Q3 2020$302,000
-15.4%
1,714
-91.6%
0.03%
-18.8%
Q2 2020$357,000
-7.3%
20,488
+662.5%
0.03%
-22.0%
Q1 2020$385,000
+11.0%
2,687
+37.9%
0.04%
+20.6%
Q4 2019$347,000
+20.1%
1,948
+12.8%
0.03%
+6.2%
Q3 2019$289,000
+6.6%
1,727
+6.6%
0.03%
+3.2%
Q2 2019$271,000
+4.6%
1,620
+0.4%
0.03%0.0%
Q1 2019$259,000
+33.5%
1,613
+15.0%
0.03%
+14.8%
Q4 2018$194,000
-41.2%
1,402
-36.4%
0.03%
-40.0%
Q3 2018$330,000
+54.9%
2,205
+66.7%
0.04%
+50.0%
Q2 2018$213,000
+42.0%
1,323
+36.4%
0.03%
+25.0%
Q1 2018$150,000
+21.0%
970
+21.6%
0.02%
+20.0%
Q4 2017$124,000
+87.9%
798
+77.3%
0.02%
+33.3%
Q3 2017$66,0004500.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders