Brio Consultants, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,921,276
-4.9%
14,028
+0.5%
0.55%
-1.1%
Q2 2023$3,071,912
-7.7%
13,953
-11.6%
0.56%
-9.9%
Q1 2023$3,329,513
-8.1%
15,786
-11.2%
0.62%
-14.7%
Q4 2022$3,622,583
-1.5%
17,774
-5.6%
0.72%
-7.1%
Q3 2022$3,677,000
-28.0%
18,823
-27.1%
0.78%
-33.0%
Q2 2022$5,105,000
-70.8%
25,835
-64.9%
1.16%
-69.0%
Q1 2022$17,511,000
+2.8%
73,627
+10.1%
3.73%
-6.7%
Q4 2021$17,034,000
+12.6%
66,862
+4.7%
4.00%
+9.1%
Q3 2021$15,125,000
+4.2%
63,885
+4.5%
3.67%
-1.0%
Q2 2021$14,512,000
+15.8%
61,142
+8.0%
3.71%
+0.5%
Q1 2021$12,536,000
+16.1%
56,638
+8.4%
3.69%
+5.9%
Q4 2020$10,801,000
-0.1%
52,235
-14.9%
3.49%
+6.8%
Q3 2020$10,816,000
+13.1%
61,367
+5.2%
3.27%
+2.3%
Q2 2020$9,565,000
+168.0%
58,354
+115.2%
3.19%
+124.0%
Q1 2020$3,569,000
+3.7%
27,113
+40.4%
1.43%
+23.2%
Q4 2019$3,441,000
+1043.2%
19,312
+976.5%
1.16%
+923.9%
Q3 2019$301,000
+1.0%
1,794
+0.5%
0.11%
-5.8%
Q2 2019$298,000
+1.0%
1,785
-2.8%
0.12%
-8.4%
Q1 2019$295,000
+2.1%
1,837
-12.2%
0.13%
-11.5%
Q4 2018$289,0002,0920.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders