CABOT WEALTH MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 174 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2020$4,431,000
-33.6%
48,940
-7.6%
1.06%
-17.9%
Q4 2019$6,670,000
+8.6%
52,943
+0.3%
1.29%
-0.8%
Q3 2019$6,141,000
-3.2%
52,792
-1.3%
1.30%
-2.9%
Q2 2019$6,341,000
+1.1%
53,475
-1.5%
1.34%
-3.0%
Q1 2019$6,270,000
+17.8%
54,304
+1.8%
1.38%
+6.0%
Q4 2018$5,323,000
-18.9%
53,333
-0.4%
1.30%
-7.7%
Q3 2018$6,563,000
+0.1%
53,521
-3.8%
1.41%
-3.6%
Q2 2018$6,556,000
+6.5%
55,655
+0.9%
1.46%
+6.2%
Q1 2018$6,155,000
+0.1%
55,176
+0.2%
1.38%
+3.5%
Q4 2017$6,151,000
+2.6%
55,051
-1.6%
1.33%
-1.1%
Q3 2017$5,994,000
+1.8%
55,955
-2.8%
1.34%
-1.8%
Q2 2017$5,890,000
+0.9%
57,586
-1.5%
1.37%
-4.7%
Q1 2017$5,840,000
+3.7%
58,468
-0.5%
1.44%
-5.8%
Q4 2016$5,634,000
+86.7%
58,744
+77.7%
1.52%
+96.5%
Q3 2016$3,018,000
+70.7%
33,065
+59.8%
0.78%
+66.5%
Q2 2016$1,768,000
+14.8%
20,696
+11.3%
0.47%
+8.6%
Q1 2016$1,540,000
-57.1%
18,597
-56.6%
0.43%
-53.3%
Q4 2015$3,591,000
-1.2%
42,855
-3.7%
0.92%
-8.5%
Q3 2015$3,634,000
-16.9%
44,520
-6.4%
1.00%
-5.6%
Q2 2015$4,375,000
-6.5%
47,557
-6.0%
1.06%
-6.6%
Q1 2015$4,678,000
+0.0%
50,590
-5.0%
1.14%
-1.4%
Q4 2014$4,677,000
+3.6%
53,278
-1.4%
1.15%
-0.1%
Q3 2014$4,514,000
-8.2%
54,011
-3.7%
1.16%
-6.6%
Q2 2014$4,919,000
-2.4%
56,066
-5.5%
1.24%
-6.8%
Q1 2014$5,042,000
-5.8%
59,326
-8.3%
1.33%
-5.3%
Q4 2013$5,353,000
+6.2%
64,722
-1.0%
1.40%
-7.3%
Q3 2013$5,041,000
+22.2%
65,361
+10.6%
1.51%
+6.3%
Q2 2013$4,126,00059,0921.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2014
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders