MAI Capital Management - 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
MAI Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,348,700
+91.7%
64,102
+102.6%
0.20%
+95.1%
Q2 2023$6,964,709
+5.0%
31,635
+0.6%
0.10%
-1.9%
Q1 2023$6,631,273
-2.6%
31,440
-5.9%
0.10%
-8.8%
Q4 2022$6,806,149
-2.8%
33,395
-10.3%
0.11%
-13.6%
Q3 2022$7,001,000
+5.5%
37,243
+10.6%
0.13%
+3.9%
Q2 2022$6,635,000
-15.7%
33,687
+1.8%
0.13%
-4.5%
Q1 2022$7,873,000
-25.6%
33,103
-20.2%
0.13%
-21.8%
Q4 2021$10,575,000
+473.2%
41,508
+432.7%
0.17%
+372.2%
Q3 2021$1,845,000
+3.4%
7,792
+3.7%
0.04%
+2.9%
Q2 2021$1,784,000
+42.3%
7,516
+32.6%
0.04%
+25.0%
Q1 2021$1,254,000
-10.6%
5,667
-16.5%
0.03%
-20.0%
Q4 2020$1,403,000
+24.9%
6,784
+6.5%
0.04%
+6.1%
Q3 2020$1,123,000
+6.2%
6,370
-1.3%
0.03%0.0%
Q2 2020$1,057,000
-6.9%
6,451
-25.2%
0.03%
-28.3%
Q1 2020$1,135,000
+37.1%
8,620
+85.4%
0.05%
+70.4%
Q4 2019$828,000
+8.4%
4,649
+2.0%
0.03%
-20.6%
Q3 2019$764,000
+200.8%
4,557
+200.4%
0.03%
+209.1%
Q2 2019$254,000
-21.1%
1,517
-24.3%
0.01%
-31.2%
Q1 2019$322,000
-4.5%
2,005
-17.7%
0.02%
-20.0%
Q4 2018$337,000
+57.5%
2,436
+62.4%
0.02%
+42.9%
Q2 2017$214,000
-18.0%
1,500
-20.1%
0.01%
-22.2%
Q1 2017$261,000
-48.3%
1,878
-51.9%
0.02%
-52.6%
Q3 2016$505,000
-7.2%
3,903
-11.4%
0.04%
-9.5%
Q2 2016$544,000
+1.9%
4,4030.0%0.04%
+2.4%
Q1 2016$534,000
+0.9%
4,4030.0%0.04%
+2.5%
Q4 2015$529,000
-7.8%
4,403
-10.6%
0.04%
-7.0%
Q3 2015$574,000
-11.7%
4,923
-3.5%
0.04%0.0%
Q2 2015$650,000
-4.0%
5,1030.0%0.04%
-4.4%
Q1 2015$677,000
+127.9%
5,103
+112.4%
0.04%
+114.3%
Q4 2014$297,0002,4030.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders