Clearstead Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$104,654,003
+90.2%
502,565
+101.1%
3.04%
-8.9%
Q2 2023$55,015,525
+14.2%
249,889
+9.4%
3.33%
-4.9%
Q1 2023$48,168,670
+7.4%
228,374
+3.7%
3.51%
-0.2%
Q4 2022$44,868,777
+13.3%
220,150
+4.5%
3.51%
-3.7%
Q3 2022$39,614,000
+1.6%
210,738
+6.4%
3.65%
+20.1%
Q2 2022$39,009,000
-18.4%
198,044
-1.5%
3.04%
-6.3%
Q1 2022$47,798,000
-2.6%
200,965
+4.4%
3.24%
-2.8%
Q4 2021$49,054,000
-2.8%
192,543
-9.7%
3.34%
-11.4%
Q3 2021$50,493,000
+3.5%
213,267
+3.8%
3.77%
+0.4%
Q2 2021$48,765,000
+6.2%
205,455
-0.9%
3.75%
-1.9%
Q1 2021$45,910,000
+8.6%
207,420
+1.5%
3.82%
-0.5%
Q4 2020$42,262,000
+24.6%
204,392
+6.2%
3.84%
+5.7%
Q3 2020$33,923,000
+4.6%
192,462
-2.7%
3.64%
-3.1%
Q2 2020$32,436,000
+27.5%
197,887
+2.4%
3.75%
+1.3%
Q1 2020$25,441,000
-27.1%
193,246
-1.3%
3.70%
-12.5%
Q4 2019$34,877,000
+2.2%
195,742
-3.9%
4.23%
-7.4%
Q3 2019$34,138,000
-4.0%
203,686
-4.2%
4.57%
-3.5%
Q2 2019$35,555,000
+1.6%
212,702
-2.3%
4.74%
-1.9%
Q1 2019$34,994,000
+15.0%
217,690
-1.1%
4.83%
+1.8%
Q4 2018$30,427,000
-17.6%
220,200
-2.0%
4.74%
-6.4%
Q3 2018$36,907,000
+11.4%
224,781
+6.9%
5.06%
+7.1%
Q2 2018$33,144,000
+6.2%
210,252
+3.9%
4.73%
+4.5%
Q1 2018$31,210,000
+0.2%
202,382
+0.5%
4.52%
+7.1%
Q4 2017$31,160,000
-1.8%
201,318
-6.8%
4.22%
+2.2%
Q3 2017$31,746,000
+6.4%
215,962
+3.1%
4.13%
-5.2%
Q2 2017$29,843,000
+6.2%
209,396
+3.8%
4.36%
+6.8%
Q1 2017$28,097,000
+9.0%
201,790
+3.0%
4.08%
-2.1%
Q4 2016$25,782,000195,8664.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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