Soltis Investment Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,794 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,301,561
-0.8%
9,507
+2.4%
0.24%
-6.2%
Q1 2024$2,320,493
+21.8%
9,287
+13.4%
0.26%
+20.9%
Q4 2023$1,904,740
+11.2%
8,188
-0.5%
0.22%
-2.3%
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 Q4 2023
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