Wealthstreet Investment Advisors, 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
Wealthstreet Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2021$3,177,000
+8.2%
14,353
+1.1%
0.31%
+4.4%
Q4 2020$2,937,000
+17.3%
14,2020.0%0.30%
+6.1%
Q3 2020$2,503,000
+8.5%
14,202
+1.0%
0.28%
-0.7%
Q2 2020$2,306,000
-20.8%
14,066
-36.4%
0.28%
-34.4%
Q1 2020$2,912,000
-26.3%
22,122
-0.2%
0.43%
-6.7%
Q4 2019$3,951,000
+5.1%
22,177
+0.5%
0.46%
-4.0%
Q3 2019$3,759,000
+5.1%
22,077
+3.2%
0.48%
+3.7%
Q2 2019$3,578,000
+12.8%
21,402
+8.5%
0.46%
+10.8%
Q1 2019$3,171,000
+7.9%
19,727
+0.5%
0.42%
+1.5%
Q4 2018$2,938,000
-9.7%
19,625
-1.0%
0.41%
+2.5%
Q3 2018$3,255,000
+1.2%
19,825
-2.8%
0.40%
-5.4%
Q2 2018$3,216,000
+0.1%
20,405
-2.0%
0.42%
+5.5%
Q1 2018$3,212,000
+5.1%
20,830
+5.5%
0.40%
+8.9%
Q4 2017$3,056,00019,7450.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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