Lutz Financial Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Lutz Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$800,068
-5.5%
3,842
-0.1%
0.09%
-4.4%
Q2 2023$846,526
-3.2%
3,845
-7.2%
0.09%
-9.0%
Q1 2023$874,201
+1.6%
4,145
-1.8%
0.10%
-5.7%
Q4 2022$860,363
+8.5%
4,221
+0.1%
0.11%
-1.9%
Q3 2022$793,000
-4.5%
4,218
+0.0%
0.11%
-1.8%
Q2 2022$830,000
+18.7%
4,216
+43.5%
0.11%
+27.9%
Q1 2022$699,000
-6.6%
2,938
+0.1%
0.09%
-6.5%
Q4 2021$748,000
-8.3%
2,936
-14.8%
0.09%
-13.2%
Q3 2021$816,000
-2.5%
3,447
-2.3%
0.11%
-4.5%
Q2 2021$837,000
+5.2%
3,527
-1.9%
0.11%
-5.9%
Q1 2021$796,000
+5.3%
3,595
-1.7%
0.12%
-4.8%
Q4 2020$756,000
+15.6%
3,656
-1.5%
0.12%
-1.6%
Q3 2020$654,000
+3.5%
3,711
-3.7%
0.13%
-2.3%
Q2 2020$632,000
-64.3%
3,853
-71.3%
0.13%
-67.2%
Q1 2020$1,769,000
-27.8%
13,438
-2.3%
0.39%
-9.7%
Q4 2019$2,450,000
+6.7%
13,752
+0.3%
0.44%
-1.1%
Q3 2019$2,297,000
-0.4%
13,708
-0.6%
0.44%
-2.4%
Q2 2019$2,306,000
+2.2%
13,795
-1.7%
0.45%
-2.0%
Q1 2019$2,256,000
+20.7%
14,034
+3.8%
0.46%
+10.3%
Q4 2018$1,869,000
+272.3%
13,524
+342.7%
0.42%
+275.7%
Q3 2018$502,000
-1.2%
3,055
-5.2%
0.11%
-23.4%
Q2 2018$508,000
+2.2%
3,2210.0%0.14%
-1.4%
Q1 2018$497,000
+2.9%
3,221
+3.3%
0.15%
+4.3%
Q4 2017$483,0003,1180.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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