CBIZ Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 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
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 Q4 2021
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders