APPLETON PARTNERS INC/MA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 644 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 0.14 and the average weighting 0.8%.

Quarter-by-quarter ownership
APPLETON PARTNERS INC/MA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$2,526
+12.6%
10,857
+0.8%
0.20%
+2.5%
Q3 2023$2,243
-6.1%
10,771
-0.7%
0.20%
-1.5%
Q2 2023$2,388
+3.7%
10,848
-0.7%
0.20%
-1.5%
Q1 2023$2,303
+3.3%
10,919
-0.2%
0.20%
-2.8%
Q4 2022$2,230
-99.9%
10,944
-0.2%
0.21%
+2.4%
Q3 2022$2,061,000
-4.0%
10,964
+0.7%
0.21%
+1.5%
Q2 2022$2,146,000
-17.4%
10,893
-0.3%
0.20%
-4.2%
Q1 2022$2,598,000
-6.6%
10,9240.0%0.21%
+1.4%
Q4 2021$2,783,000
+3.9%
10,924
-3.4%
0.21%
-6.3%
Q3 2021$2,678,000
-0.0%
11,309
+0.2%
0.22%
-2.2%
Q2 2021$2,679,000
+6.6%
11,286
-0.5%
0.23%
-2.6%
Q1 2021$2,512,000
+6.4%
11,348
-0.6%
0.23%
+0.4%
Q4 2020$2,362,000
+15.3%
11,421
-1.7%
0.23%
+3.1%
Q3 2020$2,048,000
+7.0%
11,621
-0.5%
0.23%
-1.3%
Q2 2020$1,914,000
+24.0%
11,679
-0.3%
0.23%
+7.0%
Q1 2020$1,543,000
-26.9%
11,717
-1.0%
0.21%
-7.8%
Q4 2019$2,110,000
+5.8%
11,840
-0.5%
0.23%
-3.7%
Q3 2019$1,995,000
+1.9%
11,902
+1.6%
0.24%
-0.4%
Q2 2019$1,957,000
+3.8%
11,709
-0.2%
0.24%
-3.2%
Q1 2019$1,885,000
-47.0%
11,729
-50.1%
0.25%
-53.0%
Q4 2018$3,556,000
+84.2%
23,519
+100.0%
0.53%
+107.0%
Q3 2018$1,931,000
+2.5%
11,759
-1.5%
0.26%
-4.8%
Q2 2018$1,883,000
+2.2%
11,9440.0%0.27%
-3.6%
Q1 2018$1,842,000
+8.3%
11,944
+8.7%
0.28%
+6.1%
Q4 2017$1,701,000
+6.3%
10,989
+1.0%
0.26%
-2.2%
Q3 2017$1,600,000
-3.1%
10,885
-6.0%
0.27%
-2.5%
Q2 2017$1,651,000
+2.7%
11,585
+0.3%
0.28%
-6.4%
Q1 2017$1,608,00011,5500.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders