Alera Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,506 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
Alera Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$3,262,782
-3.4%
13,477
-0.3%
0.39%
-14.2%
Q1 2024$3,377,826
+7.4%
13,519
+0.0%
0.46%
+11.2%
Q4 2023$3,144,930
+11.7%
13,5180.0%0.41%
-11.4%
Q3 2023$2,814,963
-9.2%
13,518
-4.1%
0.46%
-30.5%
Q2 2023$3,101,759
+4.4%
14,089
+0.0%
0.67%
-2.3%
Q1 2023$2,971,492
+1.2%
14,088
-2.2%
0.68%
-1.3%
Q4 2022$2,935,047
+7.8%
14,401
-0.5%
0.69%
-10.0%
Q3 2022$2,722,000
-0.0%
14,480
+4.7%
0.77%
+1.0%
Q2 2022$2,723,000
-18.0%
13,826
-1.0%
0.76%
+0.3%
Q1 2022$3,320,000
-6.7%
13,961
+0.0%
0.76%
-22.0%
Q4 2021$3,557,000
+7.9%
13,960
+0.3%
0.97%
+0.1%
Q3 2021$3,296,000
-0.2%
13,921
-0.0%
0.97%
-2.1%
Q2 2021$3,304,000
+7.1%
13,922
-0.1%
0.99%
-2.3%
Q1 2021$3,085,000
+7.2%
13,938
+0.1%
1.02%
+0.2%
Q4 2020$2,879,000
+17.3%
13,925
+0.0%
1.02%
+3.8%
Q3 2020$2,454,000
+6.6%
13,921
-0.8%
0.98%
-19.3%
Q2 2020$2,301,000
+24.5%
14,0370.0%1.21%
+8.3%
Q1 2020$1,848,000
-28.3%
14,037
-3.0%
1.12%
-4.7%
Q4 2019$2,578,000
-0.5%
14,467
-6.4%
1.17%
-8.6%
Q3 2019$2,591,000
-0.1%
15,461
-0.3%
1.28%
-3.4%
Q2 2019$2,593,000
+2.9%
15,510
-1.1%
1.33%
+8.3%
Q1 2019$2,520,000
+12.5%
15,678
-3.3%
1.23%
-10.1%
Q4 2018$2,240,00016,2131.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders