Alera Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
Alera Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q3 2022
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