FIRST FOUNDATION ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 749 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.

Quarter-by-quarter ownership
FIRST FOUNDATION ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,256,280
-13.1%
10,835
-8.1%
0.10%
-6.2%
Q2 2023$2,596,127
+4.4%
11,7920.0%0.11%
-1.8%
Q1 2023$2,487,169
-21.5%
11,792
-24.2%
0.11%
-25.0%
Q4 2022$3,170,265
+8.4%
15,5550.0%0.15%
+6.3%
Q3 2022$2,924,000
-13.8%
15,555
-9.7%
0.14%
-4.7%
Q2 2022$3,392,000
-9.2%
17,223
+9.6%
0.15%
+11.1%
Q1 2022$3,737,000
-5.7%
15,714
+1.0%
0.14%
-0.7%
Q4 2021$3,963,000
+7.6%
15,5550.0%0.14%
-0.7%
Q3 2021$3,683,000
-0.2%
15,5550.0%0.14%
-3.5%
Q2 2021$3,692,000
+7.2%
15,5550.0%0.14%
-4.1%
Q1 2021$3,443,000
-13.7%
15,555
-19.3%
0.15%
-16.4%
Q4 2020$3,988,000
+16.8%
19,286
-0.5%
0.18%
+12.0%
Q3 2020$3,415,000
+6.9%
19,374
-0.6%
0.16%
-4.2%
Q2 2020$3,194,000
+24.2%
19,485
-0.3%
0.16%
+4.4%
Q1 2020$2,572,000
-24.7%
19,536
+1.9%
0.16%
-6.5%
Q4 2019$3,417,000
-12.4%
19,176
-17.6%
0.17%
-18.8%
Q3 2019$3,902,000
+5.8%
23,283
+5.5%
0.21%
+0.5%
Q2 2019$3,688,000
+4.0%
22,064
+0.0%
0.21%
-1.4%
Q1 2019$3,546,000
+14.7%
22,061
-1.4%
0.21%
+7.7%
Q4 2018$3,091,000
-15.8%
22,3720.0%0.20%
-3.9%
Q3 2018$3,673,000
+4.1%
22,3720.0%0.20%
-1.9%
Q2 2018$3,527,000
+2.2%
22,3720.0%0.21%
+7.8%
Q1 2018$3,450,000
-0.4%
22,3720.0%0.19%
+2.7%
Q4 2017$3,463,000
+5.3%
22,3720.0%0.19%0.0%
Q3 2017$3,289,000
+3.2%
22,3720.0%0.19%
-0.5%
Q2 2017$3,188,000
+4.9%
22,372
+2.5%
0.19%0.0%
Q1 2017$3,038,000
+5.8%
21,8190.0%0.19%0.0%
Q4 2016$2,872,000
+1.7%
21,8190.0%0.19%
-3.6%
Q3 2016$2,824,000
+4.7%
21,8190.0%0.20%
+0.5%
Q2 2016$2,697,000
+3.3%
21,819
+1.3%
0.19%
+2.1%
Q1 2016$2,611,000
-0.7%
21,536
-1.6%
0.19%
+5.6%
Q4 2015$2,629,000
+160.3%
21,889
+152.8%
0.18%
+116.9%
Q3 2015$1,010,0008,6580.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2017
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