Chesley Taft & Associates LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,048 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.8%.

Quarter-by-quarter ownership
Chesley Taft & Associates LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,078,526
-4.7%
29,190
+0.8%
0.39%
+0.8%
Q2 2023$6,378,035
+3.9%
28,970
-0.4%
0.39%
-3.0%
Q1 2023$6,137,772
+11.2%
29,100
+7.5%
0.40%
+6.1%
Q4 2022$5,518,156
+20.0%
27,075
+10.6%
0.38%
+12.1%
Q3 2022$4,600,000
-4.2%
24,473
+0.3%
0.34%
+3.4%
Q2 2022$4,804,000
-15.3%
24,388
-0.2%
0.33%
-0.9%
Q1 2022$5,669,000
-7.5%
24,438
+1.6%
0.33%
+4.4%
Q4 2021$6,126,000
+10.4%
24,045
+2.6%
0.32%
+0.3%
Q3 2021$5,547,000
+4.2%
23,428
+4.5%
0.32%
+3.3%
Q2 2021$5,321,000
+19.1%
22,418
+13.5%
0.31%
+14.6%
Q1 2021$4,466,000
+30.9%
19,758
+19.7%
0.27%
+22.5%
Q4 2020$3,412,000
+99.1%
16,503
+69.7%
0.22%
+78.7%
Q3 2020$1,714,000
+20.0%
9,723
+11.6%
0.12%
+11.9%
Q2 2020$1,428,000
+27.4%
8,713
+2.3%
0.11%
+6.9%
Q1 2020$1,121,000
-31.9%
8,513
-7.8%
0.10%
-13.6%
Q4 2019$1,646,000
+6.3%
9,2380.0%0.12%
-1.7%
Q3 2019$1,548,000
+9.4%
9,238
+9.2%
0.12%
+9.1%
Q2 2019$1,415,000
+5.3%
8,463
+1.2%
0.11%
-1.8%
Q1 2019$1,344,000
+17.4%
8,363
+0.9%
0.11%
+0.9%
Q4 2018$1,145,000
-15.9%
8,2880.0%0.11%
+2.8%
Q3 2018$1,361,000
+17.2%
8,288
+12.6%
0.11%
+8.0%
Q2 2018$1,161,000
-4.3%
7,363
-6.4%
0.10%
-7.4%
Q1 2018$1,213,000
-21.7%
7,863
-21.5%
0.11%
-17.6%
Q4 2017$1,550,000
+13.8%
10,016
+8.1%
0.13%
+11.0%
Q3 2017$1,362,000
+2.0%
9,266
-1.1%
0.12%
-2.5%
Q2 2017$1,335,000
-1.8%
9,366
-4.1%
0.12%
-5.5%
Q1 2017$1,360,000
+1.9%
9,766
-3.7%
0.13%
-3.0%
Q4 2016$1,334,000
+29.4%
10,136
+27.3%
0.13%
+26.9%
Q3 2016$1,031,000
+4.8%
7,9630.0%0.10%
+3.0%
Q2 2016$984,000
+2.6%
7,963
+0.6%
0.10%0.0%
Q1 2016$959,000
-1.2%
7,913
-2.2%
0.10%
-1.0%
Q4 2015$971,000
+2.9%
8,0880.0%0.10%
-1.0%
Q3 2015$944,000
-7.8%
8,088
+0.6%
0.10%
-1.0%
Q2 2015$1,024,000
-4.0%
8,0380.0%0.10%
-4.6%
Q1 2015$1,067,000
+7.5%
8,0380.0%0.11%
+9.0%
Q4 2014$993,000
+5.3%
8,0380.0%0.10%
+1.0%
Q3 2014$943,000
-1.2%
8,0380.0%0.10%0.0%
Q2 2014$954,000
+12.9%
8,038
+8.1%
0.10%
+8.8%
Q1 2014$845,000
+6.4%
7,438
+3.1%
0.09%
+15.2%
Q4 2013$794,000
+10.0%
7,213
+2.3%
0.08%0.0%
Q3 2013$722,000
+16.8%
7,050
+8.5%
0.08%
+9.7%
Q2 2013$618,0006,5000.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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