FIRST UNITED BANK & TRUST - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
FIRST UNITED BANK & TRUST ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,857,390
-3.2%
13,722
+2.3%
1.33%
+1.3%
Q2 2023$2,952,927
+11.0%
13,413
+6.3%
1.31%
+5.1%
Q1 2023$2,660,460
+4.2%
12,614
+0.7%
1.25%
+0.2%
Q4 2022$2,552,850
-0.5%
12,526
-8.2%
1.25%
-3.5%
Q3 2022$2,566,000
-8.5%
13,650
-4.1%
1.29%
+0.2%
Q2 2022$2,804,000
-37.1%
14,235
-24.0%
1.29%
-26.4%
Q1 2022$4,455,000
-15.1%
18,732
-9.0%
1.75%
-9.6%
Q4 2021$5,246,000
+9.0%
20,590
+1.3%
1.94%
-1.3%
Q3 2021$4,814,000
+0.2%
20,333
+0.5%
1.96%
-2.3%
Q2 2021$4,802,000
+6.0%
20,233
-1.2%
2.01%
+3.8%
Q1 2021$4,531,000
+38.3%
20,472
+29.2%
1.94%
+22.2%
Q4 2020$3,277,000
+44.6%
15,849
+23.3%
1.58%
+24.7%
Q3 2020$2,266,000
+3.1%
12,854
-4.2%
1.27%
-2.4%
Q2 2020$2,198,000
+28.5%
13,412
+3.3%
1.30%
+6.5%
Q1 2020$1,710,000
-15.8%
12,988
+13.9%
1.22%
+4.4%
Q4 2019$2,032,000
+9.5%
11,405
+3.0%
1.17%
+0.4%
Q3 2019$1,856,000
-6.0%
11,073
-6.3%
1.16%
-0.2%
Q2 2019$1,975,000
+1.1%
11,816
-2.8%
1.17%
-3.2%
Q1 2019$1,954,000
+24.9%
12,156
+7.4%
1.20%
+9.8%
Q4 2018$1,564,000
-13.9%
11,320
+2.4%
1.10%
-3.6%
Q3 2018$1,816,000
+6.4%
11,060
+2.2%
1.14%
+0.6%
Q2 2018$1,707,000
+7.1%
10,827
+4.7%
1.13%
+7.9%
Q1 2018$1,594,000
+6.1%
10,340
+6.6%
1.05%
+6.9%
Q4 2017$1,502,000
+12.9%
9,703
+7.3%
0.98%
+10.1%
Q3 2017$1,330,000
+0.7%
9,047
-2.4%
0.89%
-0.6%
Q2 2017$1,321,000
+14.2%
9,269
+11.6%
0.90%
+10.4%
Q1 2017$1,157,000
+123.4%
8,309
+111.2%
0.81%
+107.4%
Q4 2016$518,0003,9350.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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