NORTHEAST INVESTMENT MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
NORTHEAST INVESTMENT MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,075,150
-5.5%
67,591
-0.1%
0.83%
-1.5%
Q2 2023$14,895,585
+7.1%
67,658
+2.6%
0.84%
-0.5%
Q1 2023$13,904,690
+105111.0%
65,924
+1.7%
0.84%
+0.2%
Q4 2022$13,216
-99.8%
64,845
+40.6%
0.84%
+43.4%
Q3 2022$8,667,000
+19.5%
46,107
+25.2%
0.59%
+26.8%
Q2 2022$7,252,000
+10.0%
36,816
+32.9%
0.46%
+33.4%
Q1 2022$6,590,000
-4.8%
27,708
+2.0%
0.35%
+3.0%
Q4 2021$6,920,000
+10.7%
27,163
+2.9%
0.34%
+0.9%
Q3 2021$6,251,000
-2.2%
26,404
-1.9%
0.33%
-2.9%
Q2 2021$6,391,000
+7.3%
26,927
+0.1%
0.34%
-2.3%
Q1 2021$5,955,000
+5.7%
26,904
-1.2%
0.35%
+2.6%
Q4 2020$5,633,000
+13.6%
27,243
-3.1%
0.34%
+4.3%
Q3 2020$4,958,000
+4.7%
28,127
-2.7%
0.33%
-7.1%
Q2 2020$4,736,000
-5.6%
28,894
-24.2%
0.35%
-23.2%
Q1 2020$5,018,000
-32.4%
38,113
-8.5%
0.46%
-15.7%
Q4 2019$7,424,000
+5.7%
41,666
-0.5%
0.55%
-2.5%
Q3 2019$7,021,000
+0.5%
41,893
+0.3%
0.56%
+1.3%
Q2 2019$6,983,000
+5.8%
41,771
+1.7%
0.55%
-0.2%
Q1 2019$6,603,000
+22.7%
41,079
+5.5%
0.56%
+7.1%
Q4 2018$5,382,000
-17.8%
38,946
-2.3%
0.52%
-1.0%
Q3 2018$6,545,000
+1.2%
39,865
-2.8%
0.52%
-4.4%
Q2 2018$6,467,000
+3.1%
41,022
+0.9%
0.55%
-1.3%
Q1 2018$6,272,000
+1.6%
40,669
+1.9%
0.55%
+6.7%
Q4 2017$6,175,000
+15.5%
39,896
+9.7%
0.52%
+9.7%
Q3 2017$5,348,000
+5.2%
36,382
+2.0%
0.47%
+2.4%
Q2 2017$5,082,000
+6.0%
35,657
+3.6%
0.46%
+2.9%
Q1 2017$4,793,000
+10.6%
34,426
+4.5%
0.45%
+7.9%
Q4 2016$4,335,000
+2.0%
32,934
+0.3%
0.42%
-2.1%
Q3 2016$4,250,000
+21.5%
32,836
+16.0%
0.42%
+20.7%
Q2 2016$3,498,000
-1.3%
28,295
-3.2%
0.35%
-3.3%
Q1 2016$3,544,000
-0.5%
29,230
-1.4%
0.36%
-1.6%
Q4 2015$3,562,000
+7.1%
29,656
+4.0%
0.37%
+3.1%
Q3 2015$3,326,000
-8.9%
28,512
-0.5%
0.36%
-2.7%
Q2 2015$3,652,000
-3.7%
28,662
+0.3%
0.37%
-0.8%
Q1 2015$3,792,000
+12.9%
28,576
+5.1%
0.37%
+13.4%
Q4 2014$3,360,000
+12.3%
27,190
+6.6%
0.33%
+9.0%
Q3 2014$2,993,000
-1.3%
25,514
-0.1%
0.30%
-1.0%
Q2 2014$3,032,000
-2.4%
25,549
-6.6%
0.30%
-8.2%
Q1 2014$3,107,000
-3.6%
27,358
-6.6%
0.33%
-8.3%
Q4 2013$3,223,000
+2.9%
29,293
-4.2%
0.36%
-5.0%
Q3 2013$3,132,000
+3.2%
30,565
-4.2%
0.38%
-2.3%
Q2 2013$3,034,00031,8940.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders