NORTHSTAR ASSET MANAGEMENT Co LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
NORTHSTAR ASSET MANAGEMENT Co LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,667,031
-5.7%
60,829
-0.3%
3.65%
-1.2%
Q2 2023$13,426,238
+3.2%
60,984
-1.2%
3.69%
-3.5%
Q1 2023$13,015,663
-2.2%
61,709
-5.5%
3.83%
-8.8%
Q4 2022$13,302,883
+8.1%
65,271
-0.3%
4.20%
+2.3%
Q3 2022$12,301,000
-5.3%
65,439
-0.8%
4.10%
+1.1%
Q2 2022$12,988,000
-18.2%
65,939
-1.3%
4.06%
-0.2%
Q1 2022$15,885,000
-8.4%
66,789
-1.9%
4.06%
-0.2%
Q4 2021$17,340,000
+8.4%
68,061
+0.8%
4.07%
-2.9%
Q3 2021$15,992,000
+1.2%
67,547
+1.4%
4.19%
+0.9%
Q2 2021$15,806,000
+7.7%
66,593
+0.5%
4.16%
-0.5%
Q1 2021$14,673,000
+21.9%
66,293
+13.9%
4.18%
+22.0%
Q4 2020$12,039,000
+16.2%
58,223
-0.9%
3.42%
+3.4%
Q3 2020$10,359,000
+5.3%
58,774
-2.1%
3.31%
-6.2%
Q2 2020$9,838,000
+22.1%
60,024
-1.9%
3.53%
-4.5%
Q1 2020$8,057,000
-25.4%
61,200
+0.9%
3.69%
-9.3%
Q4 2019$10,806,000
+2.4%
60,649
-3.7%
4.07%
-0.9%
Q3 2019$10,556,000
+1.2%
62,979
+1.0%
4.11%
-0.1%
Q2 2019$10,427,000
+0.8%
62,379
-3.1%
4.11%
-2.4%
Q1 2019$10,345,000
+16.4%
64,354
+0.1%
4.21%
+1.4%
Q4 2018$8,884,000
-16.6%
64,298
-0.9%
4.16%
+0.4%
Q3 2018$10,650,000
-4.7%
64,864
-8.5%
4.14%
-10.5%
Q2 2018$11,172,000
+4.2%
70,865
+2.0%
4.62%
+2.8%
Q1 2018$10,717,000
-0.6%
69,495
-0.2%
4.50%
+1.1%
Q4 2017$10,778,000
+14.0%
69,630
+8.3%
4.45%
+7.5%
Q3 2017$9,453,000
+2.7%
64,305
-0.4%
4.14%
+0.0%
Q2 2017$9,205,000
+2.2%
64,590
-0.2%
4.14%
+2.9%
Q1 2017$9,010,000
+5.1%
64,705
-0.7%
4.02%
+4.0%
Q4 2016$8,576,000
+1.8%
65,155
+0.1%
3.87%
+9.8%
Q3 2016$8,426,000
-3.2%
65,095
-7.6%
3.52%
-2.8%
Q2 2016$8,706,000
+0.6%
70,415
-1.4%
3.62%
-1.8%
Q1 2016$8,656,000
-2.6%
71,405
-3.5%
3.69%
-2.5%
Q4 2015$8,883,000
+1.5%
73,957
-1.4%
3.78%
-3.5%
Q3 2015$8,751,000
-8.3%
75,007
+0.1%
3.92%
-1.8%
Q2 2015$9,548,000
+1.2%
74,932
+5.4%
3.99%
-1.4%
Q1 2015$9,435,000
+6.0%
71,105
-1.3%
4.05%
+4.9%
Q4 2014$8,898,000
-3.0%
72,015
-7.9%
3.86%
-3.1%
Q3 2014$9,173,000
-0.5%
78,195
+0.7%
3.98%
+1.6%
Q2 2014$9,217,000
+11.7%
77,670
+6.9%
3.92%
+3.8%
Q1 2014$8,249,000
+8.6%
72,625
+5.2%
3.78%
+7.0%
Q4 2013$7,594,000
+10.2%
69,025
+2.7%
3.53%
+0.5%
Q3 2013$6,890,000
+8.1%
67,230
+0.4%
3.52%
+29.0%
Q2 2013$6,372,00066,9802.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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