Penn Capital Management Company, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Penn Capital Management Company, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$335,880
-60.4%
1,613
-59.9%
0.03%
-60.0%
Q1 2023$847,476
+107.7%
4,018
+151.1%
0.08%
+107.3%
Q4 2021$408,000
+69.3%
1,600
-12.7%
0.04%
+2.5%
Q1 2020$241,000
-66.4%
1,832
-54.5%
0.04%
-46.7%
Q4 2019$718,000
+86.5%
4,030
+74.8%
0.08%
+97.4%
Q2 2019$385,000
-84.9%
2,306
+181.2%
0.04%
-85.0%
Q4 2018$2,551,000
+1156.7%
820
+1507.8%
0.25%
+1846.2%
Q4 2016$203,000510.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders