Gradient Capital 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
Gradient Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,190,356
-5.5%
15,321
-0.1%
1.33%
-1.5%
Q2 2023$3,377,685
+4.6%
15,342
+0.2%
1.35%
-1.4%
Q1 2023$3,229,890
+3.7%
15,313
+0.2%
1.37%
-3.0%
Q4 2022$3,115,182
+11.9%
15,285
+3.3%
1.42%
+6.5%
Q3 2022$2,783,000
-13.9%
14,803
-9.8%
1.33%
-14.4%
Q2 2022$3,234,000
-13.6%
16,418
+4.3%
1.55%
-2.1%
Q1 2022$3,742,000
+16.0%
15,735
+24.2%
1.58%
+18.0%
Q4 2021$3,227,000
+8.0%
12,668
+0.4%
1.34%
-2.0%
Q3 2021$2,987,000
-1.1%
12,617
-0.8%
1.37%
-3.2%
Q2 2021$3,020,000
+7.6%
12,722
+0.3%
1.42%
-4.8%
Q1 2021$2,807,000
+4.4%
12,681
-2.5%
1.49%
-3.1%
Q4 2020$2,689,000
+12.4%
13,003
-4.2%
1.53%
+2.6%
Q3 2020$2,393,000
+7.6%
13,576
+0.1%
1.49%
-0.7%
Q2 2020$2,224,000
+49.1%
13,568
+19.7%
1.50%
+24.9%
Q1 2020$1,492,000
-19.4%
11,333
+9.1%
1.20%
-6.6%
Q4 2019$1,852,000
+5.3%
10,391
-0.9%
1.29%
-1.8%
Q3 2019$1,758,000
-0.1%
10,488
-0.4%
1.31%
-2.9%
Q2 2019$1,760,000
+1.1%
10,529
-2.7%
1.35%
-2.5%
Q1 2019$1,740,000
+24.5%
10,825
+7.0%
1.39%
+14.8%
Q4 2018$1,398,000
-6.5%
10,120
+11.1%
1.21%
-4.2%
Q3 2018$1,495,000
+5.7%
9,106
+1.5%
1.26%
-4.0%
Q2 2018$1,414,000
+1.9%
8,969
-0.4%
1.31%
-5.3%
Q1 2018$1,388,000
-1.4%
9,001
-0.9%
1.39%
-3.8%
Q4 2017$1,407,0009,0871.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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