N.E.W. Advisory Services LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.

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Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,847,385
-4.4%
8,871
+1.0%
0.26%
-2.2%
Q2 2023$1,933,224
-4.9%
8,781
-8.9%
0.27%
-9.1%
Q1 2023$2,033,201
+1.4%
9,639
-2.1%
0.30%
-5.7%
Q4 2022$2,005,937
+14.9%
9,842
+6.0%
0.31%
-0.6%
Q3 2022$1,746,000
-13.7%
9,284
-9.7%
0.32%
-10.7%
Q2 2022$2,024,000
-45.7%
10,276
-38.8%
0.35%
-49.8%
Q1 2022$3,725,000
+31.4%
16,791
+50.9%
0.70%
+64.7%
Q4 2021$2,835,000
+3.4%
11,126
-4.0%
0.43%
-4.3%
Q3 2021$2,743,000
-9.7%
11,586
-9.8%
0.45%
-12.2%
Q2 2021$3,039,000
-18.6%
12,840
-22.8%
0.51%
-27.3%
Q1 2021$3,732,000
-5.9%
16,637
-13.2%
0.70%
-16.1%
Q4 2020$3,968,000
-10.2%
19,162
-23.6%
0.83%
-33.2%
Q3 2020$4,419,000
+1.1%
25,081
-5.9%
1.25%
-8.2%
Q2 2020$4,369,000
-23.6%
26,656
-17.0%
1.36%
-26.6%
Q4 2019$5,716,000–32,129–1.85%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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