EVERMAY WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,966,045
-4.9%
33,452
+0.6%
1.42%
+1.0%
Q2 2023$7,321,862
+3.4%
33,257
-0.9%
1.41%
-1.4%
Q1 2023$7,081,218
+2.3%
33,573
-1.2%
1.43%
+1.3%
Q4 2022$6,925,260
+11.9%
33,979
+3.2%
1.41%
+14.5%
Q3 2022$6,187,000
-0.2%
32,912
+4.6%
1.23%
+2.2%
Q2 2022$6,200,000
-11.4%
31,476
+7.0%
1.20%
+2.6%
Q1 2022$6,994,000
-11.1%
29,407
-4.7%
1.17%
-16.6%
Q4 2021$7,866,000
+8.5%
30,873
+0.8%
1.41%
+0.1%
Q3 2021$7,252,000
-24.6%
30,632
-24.4%
1.40%
-21.1%
Q2 2021$9,617,000
+6.7%
40,520
-0.5%
1.78%
-1.2%
Q1 2021$9,016,000
+5.3%
40,733
-1.7%
1.80%
-4.6%
Q4 2020$8,566,000
+13.9%
41,426
-2.9%
1.89%
+2.3%
Q3 2020$7,521,000
+5.9%
42,672
-1.5%
1.85%
-1.1%
Q2 2020$7,100,000
+33.8%
43,315
+7.5%
1.87%
+16.0%
Q1 2020$5,306,000
-23.5%
40,302
+3.6%
1.61%
-5.6%
Q4 2019$6,933,000
+6.0%
38,910
-0.3%
1.70%
-4.3%
Q3 2019$6,539,000
-0.2%
39,014
-0.5%
1.78%
-2.1%
Q2 2019$6,554,000
+0.9%
39,206
-3.0%
1.82%
-0.9%
Q1 2019$6,497,000
+16.3%
40,4150.0%1.84%
+1.6%
Q4 2018$5,585,000
-17.9%
40,415
-2.4%
1.81%
-14.8%
Q3 2018$6,800,000
+4.1%
41,413
-0.0%
2.12%
-2.4%
Q2 2018$6,531,000
+1.3%
41,433
-0.9%
2.18%
-2.1%
Q1 2018$6,445,000
-1.8%
41,793
-1.4%
2.22%
-7.6%
Q4 2017$6,561,000
+5.1%
42,388
-0.2%
2.40%
-11.3%
Q3 2017$6,242,000
+2.1%
42,463
-1.0%
2.71%0.0%
Q2 2017$6,111,000
+4.7%
42,878
+2.3%
2.71%
+3.8%
Q1 2017$5,835,000
+4.4%
41,905
-1.3%
2.61%
-4.5%
Q4 2016$5,590,000
+1.7%
42,4680.0%2.74%
-1.2%
Q3 2016$5,497,000
+5.9%
42,468
+1.1%
2.77%
+2.1%
Q2 2016$5,192,000
+0.0%
41,993
-1.9%
2.71%
-6.8%
Q1 2016$5,191,000
+42.2%
42,821
+40.9%
2.91%
+35.3%
Q4 2015$3,651,00030,4002.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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