PRIO WEALTH LIMITED PARTNERSHIP - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 975 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.

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Quarter-by-quarter ownership
PRIO WEALTH LIMITED PARTNERSHIP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,953,687
-5.4%
62,206
-0.0%
0.50%
+1.6%
Q2 2023$13,697,337
+10.8%
62,215
+6.2%
0.49%
+3.4%
Q1 2023$12,361,837
+7.9%
58,609
+4.2%
0.47%
+3.3%
Q4 2022$11,458,098
+11.1%
56,220
+2.4%
0.46%
+3.8%
Q3 2022$10,317,824
+2.4%
54,888
+7.3%
0.44%
+9.7%
Q2 2022$10,078,049
+79129.9%
51,165
-4.3%
0.40%
-4.0%
Q1 2022$12,720
-99.9%
53,481
+3.5%
0.42%
+4.0%
Q4 2021$13,170,000
+18.7%
51,694
+10.3%
0.40%
+8.0%
Q3 2021$11,097,000
+11.7%
46,868
+12.0%
0.37%
+11.6%
Q2 2021$9,932,000
+49.0%
41,847
+38.9%
0.34%
+39.6%
Q1 2021$6,667,000
+21.2%
30,120
+13.2%
0.24%
+15.9%
Q4 2020$5,503,000
+29.3%
26,612
+10.2%
0.21%
+16.9%
Q3 2020$4,256,000
+8.5%
24,146
+0.9%
0.18%
-2.2%
Q2 2020$3,922,000
+146.4%
23,930
+97.9%
0.18%
+105.7%
Q1 2020$1,592,000–12,095–0.09%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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