Sound View Wealth Advisors Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 975 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,761,824
+10.6%
8,461
+16.9%
0.22%
+4.8%
Q2 2023$1,593,144
+9.6%
7,236
+5.0%
0.21%
+4.5%
Q1 2023$1,453,672
+50.0%
6,892
+44.9%
0.20%
-2.4%
Q4 2022$969,282
+9.9%
4,756
+1.4%
0.20%
+3.5%
Q3 2022$882,000
-5.0%
4,689
-0.4%
0.20%
+2.1%
Q2 2022$928,000
-5.4%
4,709
+14.2%
0.19%
+3.7%
Q1 2022$981,000
+59.5%
4,125
+70.9%
0.19%
+61.2%
Q4 2021$615,000
+3.9%
2,413
-3.5%
0.12%
-6.5%
Q3 2021$592,000
-0.2%
2,5000.0%0.12%
-0.8%
Q2 2021$593,000
+27.0%
2,500
+18.6%
0.12%
+14.7%
Q1 2021$467,000
+7.1%
2,1080.0%0.11%
+1.9%
Q4 2020$436,000
+16.6%
2,108
-0.8%
0.11%
+9.2%
Q3 2020$374,000
+7.5%
2,124
+0.0%
0.10%0.0%
Q2 2020$348,000
+46.2%
2,123
+17.7%
0.10%
+19.5%
Q1 2020$238,000
-25.9%
1,8040.0%0.08%
-9.9%
Q4 2019$321,000
-9.8%
1,804
-15.0%
0.09%
-14.2%
Q3 2019$356,000
+0.3%
2,1230.0%0.11%
+1.0%
Q2 2019$355,0002,1230.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders