SPINNAKER TRUST - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
SPINNAKER TRUST ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,778,711
-4.2%
18,146
+1.2%
0.28%
-1.0%
Q2 2023$3,946,355
+3.5%
17,925
-0.8%
0.29%
-0.7%
Q1 2023$3,811,734
+103171.0%
18,072
-0.2%
0.29%
+0.3%
Q4 2022$3,691
-99.9%
18,109
-0.9%
0.29%
+1.1%
Q3 2022$3,435,000
-3.8%
18,271
+0.8%
0.28%
+3.6%
Q2 2022$3,569,000
-17.1%
18,121
+0.1%
0.28%
-5.2%
Q1 2022$4,306,000
-5.8%
18,104
+0.9%
0.29%
-1.0%
Q4 2021$4,571,000
+8.0%
17,942
+0.4%
0.29%
-0.3%
Q3 2021$4,233,000
+68.0%
17,877
+68.4%
0.29%
+68.0%
Q2 2021$2,519,000
+5.2%
10,613
-1.9%
0.18%
-2.8%
Q1 2021$2,394,000
-7.4%
10,817
-13.5%
0.18%
-12.6%
Q4 2020$2,585,000
+16.4%
12,505
-0.8%
0.21%
+4.6%
Q3 2020$2,220,000
+2.8%
12,600
-4.4%
0.20%
-3.9%
Q2 2020$2,160,000
+26.3%
13,178
+1.4%
0.20%
+9.0%
Q1 2020$1,710,000
-19.3%
12,993
+9.2%
0.19%
-3.1%
Q4 2019$2,120,000
+10.5%
11,899
+3.9%
0.19%
+2.6%
Q3 2019$1,919,000
+3.6%
11,455
+3.3%
0.19%
+1.6%
Q2 2019$1,853,000
+3.2%
11,089
-0.8%
0.19%
+2.8%
Q1 2019$1,796,000
+14.8%
11,175
-1.3%
0.18%
+1.7%
Q4 2018$1,564,000
-20.8%
11,325
-5.8%
0.18%
-8.7%
Q3 2018$1,974,000
+7.0%
12,023
+2.8%
0.20%
-0.5%
Q2 2018$1,844,000
+3.4%
11,701
+1.2%
0.20%
+1.0%
Q1 2018$1,783,000
+3.0%
11,566
+3.4%
0.19%
-3.5%
Q4 2017$1,731,000
+10.2%
11,190
+4.7%
0.20%
+2.6%
Q3 2017$1,571,000
+3.6%
10,691
+0.5%
0.20%
+3.7%
Q2 2017$1,516,000
+5.8%
10,639
+3.4%
0.19%
+1.6%
Q1 2017$1,433,000
+13.4%
10,289
+7.1%
0.19%
+9.4%
Q4 2016$1,264,000
-42.8%
9,604
-45.4%
0.17%
+11.8%
Q3 2016$2,208,000
+100.5%
17,602
+97.6%
0.15%0.0%
Q2 2016$1,101,000
+6.0%
8,907
+3.9%
0.15%
+4.1%
Q1 2016$1,039,000
-8.9%
8,569
-9.7%
0.15%
-10.4%
Q4 2015$1,140,000
+2.3%
9,493
-0.6%
0.16%
-4.1%
Q3 2015$1,114,000
-4.0%
9,552
+4.9%
0.17%
-1.7%
Q2 2015$1,160,000
-4.4%
9,102
-0.4%
0.17%
-1.1%
Q1 2015$1,213,000
+9.5%
9,140
+2.0%
0.18%
+6.1%
Q4 2014$1,108,000
+12.8%
8,965
+7.1%
0.16%
+3.8%
Q3 2014$982,000
+31.6%
8,367
+33.2%
0.16%
+30.3%
Q2 2014$746,000
+6.4%
6,283
+1.8%
0.12%
+6.1%
Q1 2014$701,000
+8.9%
6,170
+5.5%
0.12%
+7.5%
Q4 2013$644,000
+12.6%
5,849
+4.9%
0.11%
+2.9%
Q3 2013$572,000
+13.9%
5,576
+5.7%
0.10%
+10.6%
Q2 2013$502,0005,2750.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders