Capital Advisory Group Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,231,323
-13.8%
5,913
-12.7%
0.70%
-18.6%
Q1 2023$1,428,772
+3.5%
6,7740.0%0.86%
-8.4%
Q4 2022$1,380,609
+0.8%
6,774
-7.0%
0.94%
-1.4%
Q3 2022$1,370,000
-30.7%
7,287
-23.6%
0.95%
-19.4%
Q2 2022$1,978,000
-15.1%
9,535
-2.6%
1.18%
+9.2%
Q1 2022$2,329,000
-7.9%
9,794
-1.3%
1.08%
-1.6%
Q4 2021$2,529,000
+10.5%
9,926
+2.7%
1.10%
+32.4%
Q3 2021$2,288,000
-5.2%
9,662
-5.0%
0.83%
-5.3%
Q2 2021$2,413,000
+6.3%
10,168
-0.9%
0.88%
-0.8%
Q1 2021$2,271,000
+46.5%
10,260
+36.8%
0.88%
+35.8%
Q4 2020$1,550,000
+49.5%
7,498
+27.5%
0.65%
+21.0%
Q3 2020$1,037,000
+31.8%
5,882
+22.5%
0.54%
+22.0%
Q2 2020$787,000
+11142.9%
4,803
+11069.8%
0.44%
+8700.0%
Q3 2018$7,00043
+1333.3%
0.01%
Q1 2018$030.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders