CBIZ Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 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 Q1 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders