BRADLEY FOSTER & SARGENT INC/CT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,042 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.

Quarter-by-quarter ownership
BRADLEY FOSTER & SARGENT INC/CT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,535,7770.0%34,2290.0%0.16%0.0%
Q2 2023$7,535,777
+14.2%
34,229
+9.4%
0.16%
+0.6%
Q1 2023$6,600,585
+13.5%
31,294
+9.6%
0.16%
+7.5%
Q4 2022$5,817,141
+8.7%
28,542
+0.3%
0.15%
-1.4%
Q3 2022$5,350,000
+5.4%
28,463
+10.4%
0.15%
+13.0%
Q2 2022$5,078,000
-17.8%
25,782
-0.8%
0.13%
-0.8%
Q1 2022$6,180,000
-6.4%
25,982
+0.3%
0.13%
-3.6%
Q4 2021$6,603,000
+8.6%
25,916
+0.9%
0.14%
-4.2%
Q3 2021$6,082,000
-0.8%
25,687
-0.6%
0.14%0.0%
Q2 2021$6,131,000
+7.7%
25,832
+0.5%
0.14%
-0.7%
Q1 2021$5,691,000
+7.0%
25,7130.0%0.14%
+2.9%
Q4 2020$5,317,000
+18.5%
25,713
+1.0%
0.14%
+6.1%
Q3 2020$4,488,000
+28.1%
25,465
-4.3%
0.13%
-5.7%
Q1 2020$3,504,000
-26.1%
26,6150.0%0.14%
-4.1%
Q4 2019$4,742,000
+8.5%
26,615
+2.1%
0.15%0.0%
Q3 2019$4,370,000
+0.3%
26,0740.0%0.15%
+1.4%
Q2 2019$4,359,000
+4.0%
26,074
-0.0%
0.14%
-1.4%
Q1 2019$4,193,000
+39.5%
26,085
+20.0%
0.15%
+20.7%
Q4 2018$3,005,000
-15.8%
21,7440.0%0.12%0.0%
Q3 2018$3,570,000
+9.2%
21,744
+4.8%
0.12%
+3.4%
Q2 2018$3,270,000
+11.9%
20,744
+9.5%
0.12%
+5.4%
Q1 2018$2,921,000
-1.7%
18,941
-1.4%
0.11%
+2.8%
Q4 2017$2,973,000
+48.7%
19,211
+41.3%
0.11%
+42.1%
Q3 2017$1,999,000
+73.1%
13,596
+67.7%
0.08%
+65.2%
Q2 2017$1,155,000
+250.0%
8,105
+242.0%
0.05%
+253.8%
Q1 2017$330,000
+26.9%
2,370
+20.0%
0.01%
+18.2%
Q4 2016$260,000
+25.0%
1,975
+23.1%
0.01%
+22.2%
Q3 2016$208,0000.0%1,605
-7.3%
0.01%
-10.0%
Q4 2015$208,000
-15.8%
1,732
-18.2%
0.01%
-16.7%
Q3 2015$247,000
-9.5%
2,117
-1.4%
0.01%0.0%
Q2 2015$273,000
+9.2%
2,146
+14.0%
0.01%
+9.1%
Q1 2015$250,0001,8830.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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