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 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

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 Q4 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