Rockbridge Investment Management, LCC - 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
Rockbridge Investment Management, LCC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$5,252,000
+14.3%
20,615
+6.3%
0.77%
+1.8%
Q3 2021$4,593,000
-0.1%
19,397
+0.2%
0.76%
-2.6%
Q2 2021$4,596,000
+19.3%
19,362
+11.3%
0.78%
+6.9%
Q1 2021$3,851,000
+18.4%
17,398
+10.6%
0.73%
+9.6%
Q4 2020$3,252,000
+19.7%
15,729
+2.0%
0.66%
+3.3%
Q3 2020$2,717,000
+7.0%
15,415
-0.5%
0.64%
-2.3%
Q2 2020$2,540,00015,4940.66%
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