Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,740,166
-11.1%
27,565
-6.0%
0.09%
-9.3%
Q2 2023$6,456,471
-18.7%
29,326
-22.2%
0.10%
-23.6%
Q1 2023$7,945,275
+6.9%
37,670
+3.3%
0.13%
+0.8%
Q4 2022$7,432,342
+8.0%
36,467
-0.4%
0.13%
-2.3%
Q3 2022$6,884,000
-1.3%
36,619
+3.5%
0.13%
+0.8%
Q2 2022$6,972,000
-21.9%
35,394
-5.7%
0.13%
-7.2%
Q1 2022$8,926,000
-1.1%
37,530
+6.0%
0.14%
+0.7%
Q4 2021$9,024,000
+36.5%
35,422
+26.9%
0.14%
+20.2%
Q3 2021$6,609,000
+19.0%
27,916
+19.3%
0.11%
+21.3%
Q2 2021$5,553,000
-100.0%
23,395
-66.9%
0.09%
-31.9%
Q1 2021$15,659,786,000
+373196.4%
70,750
+248.7%
0.14%
+51.6%
Q4 2020$4,195,000
-7.3%
20,289
-21.0%
0.09%
-20.2%
Q3 2020$4,527,000
+21.1%
25,682
+12.6%
0.11%
+7.5%
Q2 2020$3,737,000
+23.3%
22,800
-1.0%
0.11%
-4.5%
Q1 2020$3,032,000
-33.6%
23,034
-10.1%
0.11%
-17.8%
Q4 2019$4,566,000
+11.1%
25,628
+4.5%
0.14%
-2.2%
Q3 2019$4,110,000
+7.6%
24,526
+7.3%
0.14%
-1.4%
Q2 2019$3,820,000
+46.0%
22,858
+40.4%
0.14%
+26.1%
Q1 2019$2,617,000
+67.9%
16,281
+44.3%
0.11%
+46.1%
Q4 2018$1,559,000
-37.8%
11,283
-26.1%
0.08%
-36.7%
Q3 2018$2,507,000
+28.0%
15,269
+23.0%
0.12%
+2.6%
Q2 2018$1,958,000
+41.2%
12,418
+38.0%
0.12%
+23.2%
Q1 2018$1,387,000
+25.1%
8,997
+25.5%
0.10%
+11.8%
Q4 2017$1,109,000
+0.2%
7,169
-4.8%
0.08%
-24.8%
Q3 2017$1,107,000
+4.2%
7,534
+1.1%
0.11%
-5.0%
Q2 2017$1,062,000
-85.5%
7,453
-85.8%
0.12%
-89.3%
Q1 2017$7,317,00052,5511.11%
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