Soltis Investment Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,713,190
-9.0%
8,227
-3.8%
0.22%
+0.5%
Q2 2023$1,882,808
+34.2%
8,552
+28.5%
0.22%
+22.3%
Q1 2023$1,403,462
+5.2%
6,654
+1.7%
0.18%
+1.7%
Q4 2022$1,333,665
-5.7%
6,544
-13.1%
0.18%
-17.4%
Q3 2022$1,415,000
-5.2%
7,529
-0.7%
0.21%
-1.8%
Q2 2022$1,493,000
-9.6%
7,581
+9.1%
0.22%
-5.7%
Q1 2022$1,652,000
-6.7%
6,9460.0%0.23%
-8.0%
Q4 2021$1,770,000
+13.4%
6,946
+5.4%
0.25%
+3.3%
Q3 2021$1,561,000
+7.1%
6,592
+7.3%
0.24%
+4.8%
Q2 2021$1,458,000
+19.1%
6,143
+11.1%
0.23%
+3.6%
Q1 2021$1,224,000
+7.2%
5,530
+0.1%
0.22%
+5.2%
Q4 2020$1,142,000
+15.2%
5,523
-1.7%
0.21%
-9.0%
Q3 2020$991,000
+8.8%
5,620
+1.2%
0.23%
-1.3%
Q2 2020$911,000
-14.5%
5,555
-31.3%
0.24%
-28.7%
Q1 2020$1,065,000
-26.1%
8,0860.0%0.33%
+19.5%
Q4 2019$1,441,0008,0860.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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