NORTH STAR ASSET MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NORTH STAR ASSET MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$409,608
+0.8%
1,967
+6.6%
0.02%
+9.1%
Q2 2023$406,195
+28.0%
1,845
+22.6%
0.02%
+15.8%
Q1 2023$317,435
+3.4%
1,505
-0.1%
0.02%0.0%
Q4 2022$307,142
+8.5%
1,507
+0.1%
0.02%0.0%
Q3 2022$283,000
-4.4%
1,5050.0%0.02%
-5.0%
Q2 2022$296,000
-35.1%
1,505
-21.6%
0.02%
-20.0%
Q1 2022$456,000
-6.7%
1,919
-0.1%
0.02%0.0%
Q4 2021$489,000
-0.2%
1,921
-7.2%
0.02%
-7.4%
Q3 2021$490,000
+30.7%
2,071
+31.2%
0.03%
+28.6%
Q2 2021$375,0001,5780.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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