EVERMAY WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 650 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$437,810
-3.7%
3,0450.0%0.09%
+1.1%
Q2 2023$454,628
+6.5%
3,0450.0%0.09%
+2.3%
Q1 2023$426,909
+4.9%
3,045
-0.6%
0.09%
+3.6%
Q4 2022$406,950
+11.2%
3,063
+6.4%
0.08%
+13.7%
Q3 2022$366,000
-4.7%
2,878
-1.7%
0.07%
-2.7%
Q2 2022$384,000
-24.7%
2,928
-4.9%
0.08%
-12.8%
Q1 2022$510,000
-9.4%
3,0780.0%0.09%
-14.9%
Q4 2021$563,000
+0.4%
3,0780.0%0.10%
-7.3%
Q3 2021$561,000
-3.3%
3,0780.0%0.11%
+1.9%
Q2 2021$580,000
+6.4%
3,0780.0%0.11%
-1.8%
Q1 2021$545,000
+7.5%
3,0780.0%0.11%
-2.7%
Q4 2020$507,000
+14.4%
3,078
-9.9%
0.11%
+2.8%
Q3 2020$443,000
-1.6%
3,418
-10.1%
0.11%
-7.6%
Q2 2020$450,000
+14.2%
3,803
-12.6%
0.12%
-1.7%
Q1 2020$394,000
-46.8%
4,350
-26.0%
0.12%
-34.1%
Q4 2019$741,000
+8.0%
5,880
-0.3%
0.18%
-2.7%
Q3 2019$686,000
-0.7%
5,899
+1.2%
0.19%
-2.6%
Q2 2019$691,000
+2.7%
5,8300.0%0.19%
+1.1%
Q1 2019$673,000
+15.6%
5,8300.0%0.19%
+1.1%
Q4 2018$582,0005,8300.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
OIKOS HOLDINGS LLC 386,100$55,339,71319.95%
ACT WEALTH MANAGEMENT, LLC 181,630$26,033,09117.47%
Gleason Group, Inc. 302,076$43,296,49511.38%
MAYPORT, LLC 101,225$14,508,6087.98%
FC Advisory LLC 130,107$18,648,2637.85%
Van Cleef Asset Management,Inc 328,404$47,070,1897.41%
Applied Capital LLC 82,369$11,805,8867.24%
James J. Burns & Company, LLC 178,252$25,5496.86%
Charter Oak Capital Management, LLC 331,786$47,554,9096.30%
CYPRESS FINANCIAL PLANNING LLC 76,238$10,927,1286.24%
View complete list of VANGUARD INDEX FDS shareholders