ADVISORY RESEARCH INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
ADVISORY RESEARCH INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,146,361
-5.4%
5,5050.0%0.16%
+2.6%
Q2 2023$1,211,981
+4.4%
5,5050.0%0.16%
-18.8%
Q1 2023$1,161,115
+3.5%
5,5050.0%0.19%
+80.2%
Q4 2022$1,121,974
+8.4%
5,5050.0%0.11%
+5.0%
Q3 2022$1,035,000
-4.5%
5,5050.0%0.10%
-4.7%
Q2 2022$1,084,000
-17.2%
5,5050.0%0.11%
+1.0%
Q1 2022$1,309,000
-6.7%
5,5050.0%0.10%
-4.5%
Q4 2021$1,403,000
+7.7%
5,5050.0%0.11%
+31.0%
Q3 2021$1,303,000
-0.3%
5,5050.0%0.08%
-2.3%
Q2 2021$1,307,000
+7.3%
5,5050.0%0.09%0.0%
Q1 2021$1,218,000
-46.5%
5,505
-50.0%
0.09%
-48.5%
Q4 2020$2,276,000
+134.6%
11,010
+100.0%
0.17%
+75.8%
Q3 2020$970,000
+7.5%
5,5050.0%0.10%
+18.8%
Q2 2020$902,000
+24.4%
5,5050.0%0.08%
+60.0%
Q1 2020$725,0005,5050.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders