Smithfield Trust Co - 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
Smithfield Trust Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$58,907
-4.8%
283,379
+0.9%
3.62%
-3.1%
Q2 2023$61,851
+6.5%
280,812
+1.9%
3.73%
+0.3%
Q1 2023$58,090
+5.3%
275,703
+1.8%
3.72%
+0.3%
Q4 2022$55,165
-99.9%
270,952
-2.0%
3.71%
-1.2%
Q3 2022$52,047,000
-1.5%
276,621
+3.2%
3.75%
+1.0%
Q2 2022$52,853,000
-11.8%
268,122
+6.3%
3.72%
-3.6%
Q1 2022$59,942,000
-5.9%
252,189
+0.9%
3.86%
-2.3%
Q4 2021$63,687,000
+6.4%
249,819
-1.2%
3.94%
-0.2%
Q3 2021$59,843,000
-0.5%
252,953
-0.2%
3.95%
-0.9%
Q2 2021$60,159,000
+7.4%
253,464
+0.2%
3.99%
+3.2%
Q1 2021$55,993,000
+6.3%
252,976
-0.7%
3.86%
+0.9%
Q4 2020$52,661,000
+15.9%
254,688
-1.2%
3.83%
+3.4%
Q3 2020$45,448,000
+10.1%
257,847
+2.4%
3.70%
-0.3%
Q2 2020$41,273,000
+25.5%
251,804
+0.8%
3.71%
+7.7%
Q1 2020$32,894,000
-14.7%
249,863
+15.5%
3.45%
-3.7%
Q4 2019$38,544,000
+6.8%
216,321
+0.5%
3.58%
+0.1%
Q3 2019$36,084,000
+1.8%
215,296
+1.5%
3.58%
-2.5%
Q2 2019$35,449,000
+3.4%
212,063
-0.6%
3.67%
-1.3%
Q1 2019$34,289,000
+17.9%
213,306
+1.3%
3.72%
+9.5%
Q4 2018$29,086,000
-15.8%
210,500
+0.0%
3.39%
-9.3%
Q3 2018$34,556,000
+1.6%
210,470
-2.4%
3.74%
-4.7%
Q2 2018$34,009,000
+5.7%
215,743
+3.4%
3.93%
+0.7%
Q1 2018$32,176,000
+2.5%
208,651
+2.9%
3.90%
+1.7%
Q4 2017$31,396,000
+6.2%
202,845
+0.8%
3.83%
-4.4%
Q3 2017$29,574,000
+4.1%
201,187
+1.0%
4.01%
-3.6%
Q2 2017$28,402,000
+10.5%
199,279
+8.0%
4.16%
+3.3%
Q1 2017$25,698,000
+7.2%
184,559
+1.4%
4.03%
+0.1%
Q4 2016$23,968,000
+7.1%
182,085
+5.3%
4.02%
+0.8%
Q3 2016$22,385,000
+7.4%
172,936
+2.6%
3.99%
+2.1%
Q2 2016$20,836,000
+5.9%
168,539
+3.8%
3.91%
+2.0%
Q1 2016$19,679,000
+5.0%
162,329
+4.1%
3.83%
-0.9%
Q4 2015$18,735,000
+4.3%
155,989
+1.3%
3.86%
+0.9%
Q3 2015$17,965,000
-4.6%
153,986
+4.2%
3.83%
+3.1%
Q2 2015$18,824,000
-0.6%
147,719
+3.5%
3.71%
-0.7%
Q1 2015$18,934,000
+18.1%
142,690
+9.9%
3.74%
+12.6%
Q4 2014$16,037,000
+9.2%
129,792
+3.7%
3.32%
+12.0%
Q3 2014$14,681,000
+4.5%
125,151
+5.7%
2.96%
+7.4%
Q2 2014$14,052,000
+14.7%
118,413
+9.8%
2.76%
+12.9%
Q1 2014$12,251,000
+14.0%
107,867
+10.4%
2.44%
+12.2%
Q4 2013$10,745,000
+13.6%
97,665
+5.8%
2.18%
+0.6%
Q3 2013$9,459,000
+11.2%
92,301
+3.2%
2.17%
+6.4%
Q2 2013$8,510,00089,4452.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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