Summit Financial, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
Summit Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,974,981
+11.4%
38,297
+17.8%
0.59%
+12.8%
Q2 2023$7,158,012
+4.2%
32,513
-0.2%
0.52%
-13.0%
Q1 2023$6,869,332
+1.6%
32,568
-1.8%
0.60%
-5.7%
Q4 2022$6,762,031
-99.9%
33,178
+3.1%
0.64%
+11.0%
Q3 2022$6,049,620,000
+1.7%
32,182
+6.6%
0.57%
+2.9%
Q2 2022$5,949,159,000
-15.9%
30,203
+1.6%
0.56%
+1.1%
Q1 2022$7,069,750,000
-2.2%
29,725
+4.8%
0.55%0.0%
Q4 2021$7,226,729,000
+41.1%
28,366
+31.1%
0.55%
+25.5%
Q3 2021$5,123,328,000
+29.9%
21,639
+30.3%
0.44%
+12.3%
Q2 2021$3,943,000,000
+61.5%
16,613
+50.6%
0.39%
+21.4%
Q1 2021$2,441,486,000
+9.6%
11,030
+2.4%
0.32%
+2.9%
Q4 2020$2,227,736,000
+451.6%
10,774
+337.3%
0.31%
+334.7%
Q2 2020$403,874,000
+24.5%
2,4640.0%0.07%
+1.4%
Q1 2020$324,386,000
-26.1%
2,4640.0%0.07%
-5.3%
Q4 2019$439,036,000
+6.2%
2,4640.0%0.08%
+7.1%
Q2 2019$413,289,000
+4.0%
2,4640.0%0.07%
+2.9%
Q1 2019$397,434,0002,4640.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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