Regent Peak Wealth Advisors LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 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%.

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Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$313,184
-5.6%
1,504
-0.1%
0.10%
-1.0%
Q2 2023$331,651
+7.4%
1,506
+2.9%
0.10%
+1.0%
Q1 2023$308,757
+3.5%
1,464
+0.1%
0.10%
-2.0%
Q4 2022$298,238
+5.0%
1,463
-3.2%
0.10%
-2.0%
Q3 2022$284,000
-2.4%
1,511
+2.0%
0.10%
+5.3%
Q2 2022$291,000
-17.3%
1,4810.0%0.10%
-5.9%
Q1 2022$352,000
-13.1%
1,481
-6.8%
0.10%
-8.2%
Q4 2021$405,000
+18.4%
1,589
+10.1%
0.11%
+12.2%
Q3 2021$342,000
-1.4%
1,4430.0%0.10%
+1.0%
Q2 2021$347,000
+8.1%
1,443
-0.6%
0.10%
-8.5%
Q1 2021$321,000
-32.6%
1,452
-36.9%
0.11%
-33.3%
Q4 2020$476,000
+23.3%
2,300
+5.2%
0.16%
-3.0%
Q3 2020$386,000
+7.8%
2,187
+0.0%
0.16%
+1.2%
Q2 2020$358,000
-9.6%
2,186
-27.3%
0.16%
-26.4%
Q1 2020$396,000
-41.3%
3,008
-20.6%
0.22%
-28.6%
Q4 2019$675,000–3,790–0.31%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders