BOSTON FAMILY OFFICE LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 399 filers reported holding VANGUARD INDEX FDS in Q2 2015. The put-call ratio across all filers is 1.30 and the average weighting 0.7%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,283
-5.4%
6,1600.0%0.10%
+1.0%
Q2 2023$1,356
+2.3%
6,160
-2.0%
0.10%
-1.9%
Q1 2023$1,326
-6.9%
6,285
-10.0%
0.11%
-10.2%
Q4 2022$1,424
-99.9%
6,985
+26.2%
0.12%
+28.3%
Q3 2022$1,040,000
+0.2%
5,535
+5.0%
0.09%
+5.7%
Q2 2022$1,038,000
+6.6%
5,270
+28.7%
0.09%
+26.1%
Q1 2022$974,000
+26.0%
4,095
+34.9%
0.07%
+38.0%
Q4 2021$773,000
-32.9%
3,035
-37.6%
0.05%
-39.8%
Q3 2021$1,152,000
-0.2%
4,8640.0%0.08%
+1.2%
Q2 2021$1,154,000
-1.6%
4,864
-8.2%
0.08%
-6.8%
Q1 2021$1,173,000
+7.0%
5,3000.0%0.09%
+4.8%
Q4 2020$1,096,000
+17.3%
5,3000.0%0.08%
-1.2%
Q3 2020$934,000
+7.5%
5,3000.0%0.08%
+1.2%
Q2 2020$869,000
-10.6%
5,300
-28.2%
0.08%
-27.0%
Q1 2020$972,000
+2.3%
7,380
+38.5%
0.12%
+27.8%
Q4 2019$950,000
+6.4%
5,3300.0%0.09%
-3.2%
Q3 2019$893,000
-3.4%
5,330
-3.6%
0.09%
-3.1%
Q2 2019$924,000
+7.8%
5,530
+3.8%
0.10%
+3.2%
Q1 2019$857,000
+16.6%
5,330
+0.2%
0.09%
+2.2%
Q4 2018$735,000
+36.4%
5,320
+62.1%
0.09%
+59.6%
Q3 2018$539,000
+0.2%
3,282
-3.9%
0.06%
-6.6%
Q2 2018$538,000
+2.1%
3,4160.0%0.06%
+1.7%
Q1 2018$527,000
+3.7%
3,416
+4.1%
0.06%
+7.1%
Q4 2017$508,000
+5.4%
3,2820.0%0.06%
+1.8%
Q3 2017$482,000
-12.8%
3,282
-15.5%
0.06%
-15.4%
Q2 2017$553,000
-0.4%
3,882
-2.6%
0.06%
-4.4%
Q1 2017$555,000
+5.7%
3,9870.0%0.07%0.0%
Q4 2016$525,000
+1.2%
3,987
-0.5%
0.07%
+1.5%
Q3 2016$519,000
+3.0%
4,007
-1.6%
0.07%
+3.1%
Q2 2016$504,000
+2.4%
4,074
+0.3%
0.06%0.0%
Q1 2016$492,000
-0.4%
4,062
-1.3%
0.06%
-4.4%
Q4 2015$494,000
-5.5%
4,116
-8.3%
0.07%
-6.8%
Q3 2015$523,000
-8.6%
4,4870.0%0.07%
+1.4%
Q2 2015$572,000
-4.3%
4,487
-0.4%
0.07%
-2.7%
Q1 2015$598,000
+6.2%
4,507
-1.1%
0.07%
+5.7%
Q4 2014$563,000
+5.2%
4,5570.0%0.07%
+1.4%
Q3 2014$535,000
-1.1%
4,5570.0%0.07%0.0%
Q2 2014$541,000
-47.8%
4,557
-50.0%
0.07%0.0%
Q1 2014$1,036,000
+106.8%
9,114
+100.0%
0.07%
+4.5%
Q4 2013$501,000
+7.3%
4,5570.0%0.07%0.0%
Q3 2013$467,000
+7.6%
4,5570.0%0.07%0.0%
Q2 2013$434,0004,5570.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2015
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