Clear Perspectives Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$133,113
-1.2%
631
-4.5%
0.08%
+4.2%
Q4 2022$134,740
-1.6%
661
-9.6%
0.07%
+7.5%
Q3 2022$137,000
-6.8%
731
-1.7%
0.07%
+17.5%
Q2 2022$147,000
-36.6%
744
-23.8%
0.06%
-35.2%
Q1 2022$232,000
-15.3%
976
-9.3%
0.09%
-20.7%
Q4 2021$274,000
-17.0%
1,076
-22.7%
0.11%
-26.0%
Q3 2021$330,000
+5.1%
1,392
+5.3%
0.15%
-1.3%
Q2 2021$314,000
+7.2%
1,3220.0%0.15%
-10.6%
Q1 2021$293,000
+18.1%
1,322
+10.1%
0.17%
+8.3%
Q4 2020$248,0001,2010.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders