WELCH & FORBES LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 462 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 0.83 and the average weighting 0.8%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,392,326
-2.7%
9,886
+0.4%
0.03%
-5.9%
Q1 2024$2,459,125
+6.6%
9,842
-0.7%
0.03%
-2.9%
Q4 2023$2,306,160
+8.4%
9,913
-2.9%
0.04%0.0%
Q3 2023$2,126,755
-8.5%
10,213
-3.3%
0.04%
-5.4%
Q2 2023$2,325,109
+2.1%
10,561
-2.2%
0.04%
-5.1%
Q1 2023$2,276,882
+3.3%
10,795
-0.2%
0.04%0.0%
Q4 2022$2,203,796
+4.6%
10,813
-3.5%
0.04%
-4.9%
Q3 2022$2,107,000
-6.9%
11,207
-2.5%
0.04%0.0%
Q2 2022$2,263,000
-17.2%
11,4900.0%0.04%
-4.7%
Q1 2022$2,732,000
-5.5%
11,490
+1.2%
0.04%0.0%
Q4 2021$2,891,000
+3.0%
11,349
-4.2%
0.04%
-8.5%
Q3 2021$2,806,000
+222.9%
11,849
+223.7%
0.05%
+213.3%
Q2 2021$869,000
+7.3%
3,6610.0%0.02%0.0%
Q1 2021$810,000
+17.1%
3,661
+9.3%
0.02%
+7.1%
Q4 2020$692,000
+19.9%
3,350
+2.5%
0.01%
+16.7%
Q3 2020$577,000
-0.2%
3,269
-7.2%
0.01%
-14.3%
Q2 2020$578,000
+24.3%
3,524
-0.2%
0.01%
+7.7%
Q1 2020$465,000
-26.1%
3,5300.0%0.01%
-7.1%
Q4 2019$629,000
+10.9%
3,530
+4.3%
0.01%0.0%
Q3 2019$567,000
+78.9%
3,385
+78.8%
0.01%
+75.0%
Q2 2019$317,000
+4.3%
1,8930.0%0.01%0.0%
Q1 2019$304,000
+7.4%
1,893
-7.8%
0.01%0.0%
Q4 2018$283,000
-16.0%
2,0530.0%0.01%0.0%
Q3 2018$337,000
-11.1%
2,053
-14.6%
0.01%
-20.0%
Q2 2018$379,000
+2.2%
2,4030.0%0.01%0.0%
Q1 2018$371,000
-31.0%
2,403
-30.8%
0.01%
-28.6%
Q4 2017$538,000
+116.9%
3,473
+99.3%
0.01%
+100.0%
Q2 2017$248,000
+4.2%
1,743
+2.2%
0.01%0.0%
Q1 2017$238,000
-48.7%
1,706
-55.8%
0.01%
-53.3%
Q4 2015$464,000
+12.9%
3,862
+9.6%
0.02%
+7.1%
Q3 2015$411,000
-8.5%
3,5250.0%0.01%0.0%
Q2 2015$449,0003,5250.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2016
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders