Financial Advocates Investment Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,812,792
-3.8%
8,997
+5.1%
0.13%
-2.2%
Q2 2023$1,885,165
-16.4%
8,563
-19.9%
0.13%
-17.3%
Q1 2023$2,254,478
-22.7%
10,689
-25.3%
0.16%
-25.3%
Q4 2022$2,917,264
+10.3%
14,314
+1.7%
0.22%
-0.5%
Q3 2022$2,645,000
-4.1%
14,074
+0.4%
0.22%
-2.7%
Q2 2022$2,759,000
-24.0%
14,011
-8.2%
0.22%
-6.3%
Q1 2022$3,629,000
+2.6%
15,259
+9.9%
0.24%
+7.2%
Q4 2021$3,537,000
+6.7%
13,880
-0.9%
0.22%
-0.4%
Q3 2021$3,316,000
+0.3%
14,006
+0.6%
0.22%
+1.4%
Q2 2021$3,305,000
-24.2%
13,925
-29.3%
0.22%
-28.5%
Q1 2021$4,359,000
-3.1%
19,693
-9.6%
0.31%
+0.7%
Q4 2020$4,497,000
+16.8%
21,786
-0.3%
0.31%
-6.7%
Q3 2020$3,851,000
-7.1%
21,848
-18.5%
0.33%
-16.3%
Q2 2020$4,146,000
+22.6%
26,803
+4.3%
0.39%
-18.6%
Q1 2020$3,382,000
-25.3%
25,692
+1.1%
0.48%
+0.2%
Q4 2019$4,527,000
+22.2%
25,411
+14.9%
0.48%
+13.9%
Q3 2019$3,706,000
-30.8%
22,109
-31.0%
0.42%
-31.9%
Q2 2019$5,356,000
+1.8%
32,043
-2.1%
0.62%
-5.0%
Q1 2019$5,259,000
+15.9%
32,717
-0.4%
0.65%
+5.7%
Q4 2018$4,539,000
-17.0%
32,847
-1.3%
0.62%
+1.5%
Q3 2018$5,466,000
+3.8%
33,292
-0.3%
0.61%
-4.4%
Q2 2018$5,266,000
-0.1%
33,385
-2.3%
0.64%
-6.9%
Q1 2018$5,270,000
+10.1%
34,171
+10.5%
0.68%
+4.9%
Q4 2017$4,788,00030,9350.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders