Newman & Schimel, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
Newman & Schimel, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$619,295
-4.1%
3,039
-11.5%
0.28%
-12.2%
Q3 2022$646,000
-4.3%
3,435
+0.2%
0.32%
-1.8%
Q2 2022$675,000
-23.2%
3,429
-7.2%
0.32%
-43.2%
Q1 2022$879,000
-0.9%
3,696
+6.2%
0.57%
+13.7%
Q4 2021$887,000
+25.8%
3,480
+16.9%
0.50%
+14.1%
Q3 2021$705,000
+28.4%
2,977
+28.8%
0.44%
+27.8%
Q2 2021$549,000
+7.4%
2,3110.0%0.34%
+0.9%
Q1 2021$511,000
+7.1%
2,311
+0.1%
0.34%
-13.6%
Q4 2020$477,0002,3090.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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