CBIZ Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$87,929,505
-7.1%
422,251
-1.7%
8.08%
+0.1%
Q2 2023$94,614,535
+6.4%
429,754
+1.9%
8.06%
+3.6%
Q1 2023$88,961,674
+1446.5%
421,779
+1394.3%
7.78%
+247.7%
Q4 2022$5,752,512
+195.3%
28,2252.24%
+14.4%
Q3 2022$1,948,000
-97.6%
0
-100.0%
1.96%
-73.5%
Q2 2022$80,481,000
+10.1%
408,594
+42.4%
7.37%
+29.3%
Q4 2021$73,101,000
+9.4%
286,928
+1.7%
5.70%
+1.7%
Q3 2021$66,795,000
+1.2%
282,120
+1.5%
5.61%
-0.2%
Q2 2021$65,972,000
-80.7%
277,949
-32.8%
5.62%
-65.7%
Q1 2021$341,283,000
+449.0%
413,431
+37.5%
16.39%
+184.8%
Q4 2020$62,167,000
+12.9%
300,721
-3.7%
5.76%
+0.5%
Q3 2020$55,067,000
+3.0%
312,423
-4.2%
5.72%
-2.8%
Q2 2020$53,474,000
+24.9%
326,241
+0.3%
5.89%
+7.7%
Q1 2020$42,820,000
-18.5%
325,258
+12.4%
5.47%
-1.9%
Q4 2019$52,518,000289,3735.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders