Continuum Advisory, LLC - 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
Continuum Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,133,606
+0.6%
24,652
+6.3%
0.82%
+1.4%
Q2 2023$5,103,887
+1.4%
23,183
-2.8%
0.81%
-4.9%
Q1 2023$5,032,306
+7.5%
23,859
+3.8%
0.85%
+1.1%
Q4 2022$4,683,253
+7.0%
22,979
-1.3%
0.84%
+9.5%
Q3 2022$4,376,000
+4.2%
23,278
+9.2%
0.77%
+1.0%
Q2 2022$4,199,000
+10.8%
21,316
+23.0%
0.76%
+6.1%
Q1 2022$3,791,000
-3.0%
17,330
+12.9%
0.72%
-18.1%
Q4 2021$3,909,000
+10.3%
15,345
+2.5%
0.88%
-7.4%
Q3 2021$3,543,000
+6.8%
14,964
+7.1%
0.95%
-8.0%
Q2 2021$3,317,000
+11.8%
13,976
+8.6%
1.03%
-16.6%
Q1 2021$2,967,000
+17.8%
12,867
+5.7%
1.24%
+7.9%
Q4 2020$2,518,000
+17.5%
12,176
+1.1%
1.15%
-2.3%
Q3 2020$2,143,000
+8.2%
12,049
-0.0%
1.17%
-5.6%
Q2 2020$1,981,000
+36.5%
12,052
+4.1%
1.24%
+27.2%
Q1 2020$1,451,00011,5800.98%
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