HARBOR ADVISORY CORP /MA/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
HARBOR ADVISORY CORP /MA/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,291,170
-1.0%
25,409
+4.7%
1.92%
+1.7%
Q2 2023$5,343,063
+8.4%
24,269
+3.8%
1.89%
+0.2%
Q1 2023$4,930,255
+4.0%
23,375
+0.5%
1.88%
-2.8%
Q4 2022$4,738,583
+35.6%
23,250
+25.1%
1.94%
+20.3%
Q3 2022$3,494,000
-4.4%
18,588
+0.2%
1.61%
+0.4%
Q2 2022$3,656,000
-13.0%
18,559
+5.0%
1.60%
-5.0%
Q1 2022$4,202,000
+2.7%
17,669
+10.1%
1.69%
+1.6%
Q4 2021$4,090,000
+15.6%
16,053
+7.4%
1.66%
+8.1%
Q3 2021$3,539,000
+5.5%
14,947
+5.8%
1.54%
+1.5%
Q2 2021$3,354,000
+14.2%
14,132
+6.5%
1.51%
+29.5%
Q1 2021$2,938,000
+13.2%
13,275
+5.8%
1.17%
-15.0%
Q4 2020$2,595,000
+23.3%
12,550
+5.1%
1.37%
-33.4%
Q3 2020$2,105,000
+7.4%
11,942
-0.1%
2.06%
+3.9%
Q2 2020$1,960,000
-39.5%
11,957
-51.4%
1.99%
-42.8%
Q1 2020$3,237,000
-23.1%
24,587
+4.1%
3.47%
-0.8%
Q4 2019$4,207,000
+4.9%
23,612
-1.4%
3.50%
-0.1%
Q3 2019$4,012,000
+1.5%
23,937
+1.2%
3.50%
+0.4%
Q2 2019$3,952,000
+4.7%
23,642
+0.7%
3.49%
+3.4%
Q1 2019$3,774,000
+23.3%
23,477
+6.0%
3.37%
+11.4%
Q4 2018$3,062,000
-16.4%
22,157
-0.6%
3.03%
-4.4%
Q3 2018$3,661,000
+4.7%
22,297
+0.6%
3.17%
+1.1%
Q2 2018$3,495,000
+6.4%
22,172
+4.1%
3.14%
+4.2%
Q1 2018$3,286,000
+22.2%
21,307
+22.6%
3.01%
+17.1%
Q4 2017$2,690,00017,3772.57%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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