CBIZ Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

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 Q3 2021
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