GOULD ASSET MANAGEMENT LLC /CA/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 525 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,783,222
-2.7%
40,349
+1.0%
1.63%
-1.6%
Q2 2023$5,943,080
+7.4%
39,932
+1.2%
1.66%
+5.2%
Q1 2023$5,531,871
+6.0%
39,457
+0.4%
1.58%
+0.4%
Q4 2022$5,219,538
-0.5%
39,286
-4.8%
1.57%
-11.8%
Q3 2022$5,247,000
+5.9%
41,276
+9.2%
1.78%
+11.7%
Q2 2022$4,955,000
-19.5%
37,792
+1.8%
1.59%
-9.6%
Q1 2022$6,152,000
-9.1%
37,135
+0.3%
1.76%
-7.1%
Q4 2021$6,771,000
-1.5%
37,031
-1.7%
1.90%
-10.5%
Q3 2021$6,872,000
-0.5%
37,681
+2.9%
2.12%
+7.8%
Q2 2021$6,909,000
+7.8%
36,636
+1.2%
1.97%
+0.6%
Q1 2021$6,407,000
+3.8%
36,216
-3.3%
1.96%
+4.0%
Q4 2020$6,171,000
+16.3%
37,471
-8.4%
1.88%
+4.9%
Q3 2020$5,306,000
+5.3%
40,906
-4.0%
1.79%
+1.4%
Q2 2020$5,041,000
+27.7%
42,601
-2.3%
1.77%
+17.3%
Q1 2020$3,949,000
-33.3%
43,621
-7.2%
1.50%
-23.5%
Q4 2019$5,921,000
+9.9%
46,996
+1.5%
1.97%
+3.3%
Q3 2019$5,386,000
-6.1%
46,296
-4.3%
1.90%
-8.0%
Q2 2019$5,735,000
+4.2%
48,366
+1.5%
2.07%
+0.6%
Q1 2019$5,504,000
+16.1%
47,666
+0.4%
2.06%
+4.5%
Q4 2018$4,739,000
-19.6%
47,481
-1.2%
1.97%
-16.2%
Q3 2018$5,891,000
+3.1%
48,046
-0.9%
2.35%
-4.7%
Q2 2018$5,713,000
+6.7%
48,495
+1.1%
2.47%
+5.1%
Q1 2018$5,353,000
-11.9%
47,980
-11.8%
2.35%
-11.0%
Q4 2017$6,077,000
+3.4%
54,390
-0.8%
2.64%
-0.3%
Q3 2017$5,875,000
+7.2%
54,836
+2.4%
2.64%
-0.1%
Q2 2017$5,480,000
-4.9%
53,576
-7.2%
2.64%
-8.6%
Q1 2017$5,765,000
+4.7%
57,711
+0.5%
2.90%
+2.5%
Q4 2016$5,507,000
-4.7%
57,425
-9.3%
2.82%
-9.3%
Q3 2016$5,778,000
-10.3%
63,305
-16.1%
3.12%
-9.7%
Q2 2016$6,442,000
+11.4%
75,410
+8.0%
3.45%
+10.7%
Q1 2016$5,784,000
-4.4%
69,855
-3.3%
3.12%
-3.9%
Q4 2015$6,053,000
-37.6%
72,235
-39.2%
3.24%
-40.0%
Q3 2015$9,697,000
+1.6%
118,795
+14.5%
5.41%
+11.9%
Q2 2015$9,543,000
+3.2%
103,744
+3.7%
4.84%
+6.3%
Q1 2015$9,251,000
-2.8%
100,044
-7.7%
4.55%
-2.8%
Q4 2014$9,515,000
+6.6%
108,379
+1.5%
4.68%
+8.3%
Q3 2014$8,922,000
+17.4%
106,754
+23.3%
4.32%
+18.0%
Q2 2014$7,597,000
+8.0%
86,589
+4.6%
3.66%
-1.9%
Q1 2014$7,033,000
-36.4%
82,764
-38.1%
3.73%
-42.2%
Q4 2013$11,062,000
-8.1%
133,766
-14.3%
6.45%
-14.8%
Q3 2013$12,042,000
+38.6%
156,140
+25.5%
7.57%
+39.5%
Q2 2013$8,686,000124,3855.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 148,089$27,928,00017.26%
Freedman Financial Associates, Inc. 119,875$21,860,00015.97%
Standard Family Office LLC 275,727$50,282,00014.59%
Tower Wealth Partners, Inc. 70,195$12,801,00013.50%
Bridgeworth, LLC 257,823$47,017,00013.20%
Gleason Group, Inc. 184,298$33,609,00012.14%
CABANA LLC 14,261$2,744,0009.78%
Van Cleef Asset Management,Inc 331,112$60,382,0009.09%
FC Advisory LLC 111,317$20,300,0009.06%
Applied Capital LLC 54,899$10,011,0008.76%
View complete list of VANGUARD INDEX FDS shareholders