HARBOR ADVISORY CORP /MA/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,829 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.9%.

Quarter-by-quarter ownership
HARBOR ADVISORY CORP /MA/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$7,308,919
-7.7%
33,521
-3.2%
2.52%
-6.3%
Q1 2024$7,916,986
+8.0%
34,634
+0.8%
2.70%
+2.7%
Q4 2023$7,327,672
+10.4%
34,349
-2.2%
2.62%
+9.1%
Q3 2023$6,638,626
-1.2%
35,112
+3.9%
2.41%
+1.4%
Q2 2023$6,721,885
+7.8%
33,797
+2.7%
2.37%
-0.3%
Q1 2023$6,236,334
-2.7%
32,899
-5.8%
2.38%
-9.1%
Q4 2022$6,410,869
+94.4%
34,929
+81.1%
2.62%
+72.5%
Q3 2022$3,297,000
+21.0%
19,289
+24.7%
1.52%
+27.1%
Q2 2022$2,725,000
-17.7%
15,473
-0.6%
1.19%
-10.1%
Q1 2022$3,310,000
-4.7%
15,573
+1.3%
1.33%
-5.7%
Q4 2021$3,473,000
+9.3%
15,367
+5.7%
1.41%
+2.2%
Q3 2021$3,178,000
+2.8%
14,532
+5.9%
1.38%
-1.0%
Q2 2021$3,090,000
+12.6%
13,717
+7.0%
1.39%
+27.7%
Q1 2021$2,745,000
+15.8%
12,822
+5.3%
1.09%
-13.0%
Q4 2020$2,370,000
+22.4%
12,172
-3.4%
1.25%
-34.0%
Q3 2020$1,937,000
+5.5%
12,5970.0%1.90%
+2.1%
Q2 2020$1,836,000
-36.9%
12,597
-50.0%
1.86%
-40.4%
Q1 2020$2,910,000
-27.1%
25,212
+4.6%
3.12%
-6.0%
Q4 2019$3,991,000
+6.2%
24,097
-1.3%
3.32%
+1.2%
Q3 2019$3,758,000
-0.6%
24,422
+1.2%
3.28%
-1.7%
Q2 2019$3,780,000
+3.3%
24,127
+0.7%
3.34%
+2.0%
Q1 2019$3,660,000
+24.7%
23,952
+7.7%
3.27%
+12.7%
Q4 2018$2,934,000
-19.3%
22,232
-0.6%
2.90%
-7.8%
Q3 2018$3,636,000
+5.0%
22,362
+0.6%
3.15%
+1.3%
Q2 2018$3,462,000
+9.5%
22,237
+3.3%
3.11%
+7.2%
Q1 2018$3,163,000
+20.1%
21,527
+20.8%
2.90%
+15.1%
Q4 2017$2,634,00017,8222.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 366,577$40,870,00012.56%
Water Oak Advisors LLC 99,758$11,122,0009.96%
Fiduciary Wealth Partners, LLC 70,335$7,842,0008.24%
Advisory Alpha, LLC 117,725$13,118,0007.00%
INR ADVISORY SERVICES LLC 291,976$32,552,0006.04%
MOLLER WEALTH PARTNERS 90,672$10,109,0005.93%
Stonehearth Capital Management, LLC 59,776$6,664,0005.82%
US FINANCIAL ADVISORS, LLC 28,033$3,125,0005.44%
Ruggie Capital Group 45,572$5,081,0005.15%
AMERICAN NATIONAL BANK & TRUST 119,831$13,360,0005.03%
View complete list of VANGUARD INDEX FDS shareholders