CBIZ Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,574 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
Q2 2024$78,002,658
-44.2%
322,192
-41.3%
4.39%
-54.8%
Q1 2024$139,749,670
+37.8%
549,201
+26.0%
9.71%
+25.8%
Q4 2023$101,432,715
+15.4%
436,007
+3.3%
7.72%
-4.4%
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 ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders