BOSTON FAMILY OFFICE LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 605 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.90 and the average weighting 1.0%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,114
-0.8%
10,805
+2.8%
0.17%
+6.1%
Q2 2023$2,130
+4.2%
10,507
-3.9%
0.16%
-0.6%
Q1 2023$2,044
-5.5%
10,937
-11.9%
0.16%
-8.9%
Q4 2022$2,163
-99.9%
12,416
+18.5%
0.18%
+18.4%
Q3 2022$1,714,000
-5.1%
10,4790.0%0.15%
+0.7%
Q2 2022$1,806,000
-17.3%
10,4790.0%0.15%
-2.6%
Q1 2022$2,185,000
-5.7%
10,4790.0%0.16%
+2.6%
Q4 2021$2,316,000
+24.5%
10,479
+13.2%
0.15%
+11.9%
Q3 2021$1,860,000
+0.1%
9,2590.0%0.14%
+1.5%
Q2 2021$1,859,000
+11.0%
9,259
+2.4%
0.13%
+5.6%
Q1 2021$1,675,000
+5.3%
9,044
-0.0%
0.13%
+3.3%
Q4 2020$1,590,000
+12.4%
9,0470.0%0.12%
-4.7%
Q3 2020$1,415,000
+9.4%
9,047
-0.0%
0.13%
+1.6%
Q2 2020$1,294,000
+20.8%
9,049
+0.1%
0.13%
-0.8%
Q1 2020$1,071,000
-18.9%
9,041
+1.2%
0.13%
+0.8%
Q4 2019$1,321,000
+10.8%
8,936
+2.2%
0.13%
+1.6%
Q3 2019$1,192,000
+4.2%
8,741
+2.9%
0.12%
+4.2%
Q2 2019$1,144,000
+8.5%
8,493
+4.6%
0.12%
+4.4%
Q1 2019$1,054,000
+12.7%
8,122
-0.2%
0.11%
-1.7%
Q4 2018$935,000
-47.3%
8,141
-38.7%
0.12%
-38.0%
Q3 2018$1,774,000
+12.1%
13,291
+4.8%
0.19%
+4.5%
Q2 2018$1,582,000
-16.1%
12,682
-18.5%
0.18%
-16.7%
Q1 2018$1,885,000
-7.5%
15,554
-6.5%
0.22%
-4.0%
Q4 2017$2,038,000
-2.2%
16,627
-7.9%
0.22%
-5.5%
Q3 2017$2,084,000
+77.4%
18,061
+70.7%
0.24%
+70.5%
Q2 2017$1,175,000
+0.4%
10,580
-2.3%
0.14%
-3.5%
Q1 2017$1,170,000
+6.0%
10,826
+0.4%
0.14%
+0.7%
Q4 2016$1,104,000
+6.6%
10,783
+3.2%
0.14%
+6.7%
Q3 2016$1,036,000
+0.6%
10,449
-2.7%
0.13%
+0.8%
Q2 2016$1,030,000
-0.3%
10,741
-2.2%
0.13%
-2.2%
Q1 2016$1,033,000
-0.6%
10,984
-1.1%
0.14%
-4.2%
Q4 2015$1,039,000
+2.1%
11,111
-3.9%
0.14%0.0%
Q3 2015$1,018,000
-7.0%
11,556
+0.0%
0.14%
+2.9%
Q2 2015$1,095,000
+0.9%
11,553
+1.4%
0.14%
+2.2%
Q1 2015$1,085,000
+0.1%
11,396
-0.8%
0.14%0.0%
Q4 2014$1,084,000
+4.4%
11,483
+0.1%
0.14%
+0.7%
Q3 2014$1,038,000
+0.5%
11,4770.0%0.13%
+2.3%
Q2 2014$1,033,000
-46.8%
11,477
-49.2%
0.13%
+1.6%
Q1 2014$1,942,000
+102.9%
22,582
+100.0%
0.13%
+2.4%
Q4 2013$957,000
+9.6%
11,2910.0%0.13%
+1.6%
Q3 2013$873,000
+8.0%
11,291
+2.6%
0.12%
+0.8%
Q2 2013$808,00011,0030.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
James Reed Financial Services, Inc. 115,199$18,841,00028.21%
McCarthy Grittinger Financial Group, LLC 317,256$51,890,40822.60%
Johnson Financial Group, LLC 998,455$163,307,00022.35%
James J. Burns & Company, LLC 294,253$48,128,00021.38%
Capital Asset Advisory Services LLC 981,289$160,500,00020.88%
Kistler-Tiffany Companies, LLC 474,760$77,652,00017.65%
Wealthquest Corp 733,461$119,965,00016.77%
National Mutual Insurance Federation of Agricultural Cooperatives 8,925,317$1,459,825,00016.46%
Latigo Investments, LLC 111,583$18,251,00015.37%
FIDUCIENT ADVISORS LLC 197,175$32,250,00015.31%
View complete list of VANGUARD INDEX FDS shareholders