Penn Capital Management Company, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

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 Q1 2023
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