Ellenbecker Investment Group - 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
Ellenbecker Investment Group ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,362
-7.8%
16,149
-2.5%
0.87%
-5.4%
Q2 2023$3,648
+3.3%
16,571
-1.0%
0.92%
-4.3%
Q1 2023$3,530
+1.8%
16,737
-1.6%
0.96%
-6.2%
Q4 2022$3,466
-99.9%
17,010
-0.6%
1.02%
+0.5%
Q3 2022$3,216,000
-8.2%
17,113
-3.8%
1.02%
-5.3%
Q2 2022$3,503,000
-17.7%
17,788
-0.6%
1.08%
-10.8%
Q1 2022$4,255,000
-5.2%
17,893
+1.5%
1.21%
-3.1%
Q4 2021$4,490,000
+11.7%
17,627
-10.4%
1.24%
-1.0%
Q3 2021$4,020,000
-18.8%
19,680
-5.6%
1.26%
-22.6%
Q2 2021$4,949,000
-26.6%
20,849
-31.6%
1.62%
-31.4%
Q1 2021$6,742,000
-21.4%
30,462
-26.6%
2.37%
-25.3%
Q4 2020$8,583,000
-13.1%
41,507
-25.9%
3.17%
-24.5%
Q3 2020$9,876,000
-16.4%
56,029
-22.2%
4.20%
-28.9%
Q2 2020$11,807,000
+27.2%
72,034
+2.2%
5.91%
+1.1%
Q1 2020$9,280,000
-27.1%
70,490
-1.4%
5.84%
-11.7%
Q4 2019$12,737,000
+5.7%
71,483
-0.6%
6.61%
-2.6%
Q3 2019$12,048,000
-0.8%
71,886
-1.1%
6.79%
-4.4%
Q2 2019$12,151,000
+3.8%
72,693
-0.2%
7.10%
-5.1%
Q1 2019$11,709,000
+38.0%
72,839
+18.6%
7.49%
+13.6%
Q4 2018$8,484,000
-15.0%
61,400
+1.0%
6.59%
-10.5%
Q3 2018$9,984,000
+3.8%
60,808
-0.3%
7.37%
-3.4%
Q2 2018$9,619,000
+2.0%
61,019
-0.2%
7.63%
-2.3%
Q1 2018$9,431,000
-99.9%
61,156
+2.1%
7.81%
+0.8%
Q4 2017$9,272,000,00059,9017.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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