SHEPHERD KAPLAN KROCHUK, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
SHEPHERD KAPLAN KROCHUK, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,634,675
-5.1%
7,850
+0.4%
1.42%
+4.3%
Q2 2023$1,721,800
+4.8%
7,821
+0.4%
1.36%
-6.0%
Q1 2023$1,643,383
+4.2%
7,792
+0.7%
1.45%
+55.0%
Q4 2022$1,577,286
+9.0%
7,739
+0.6%
0.94%
+29.0%
Q3 2022$1,447,000
-4.2%
7,696
+0.4%
0.72%
+9.8%
Q2 2022$1,510,000
-6.7%
7,664
+12.6%
0.66%
+7.7%
Q1 2022$1,619,000
-10.6%
6,809
-4.1%
0.61%
-6.0%
Q4 2021$1,810,000
+6.2%
7,103
-1.3%
0.65%
+4.2%
Q3 2021$1,704,0000.0%7,199
+0.3%
0.63%
+3.1%
Q2 2021$1,704,000
+7.5%
7,180
+0.3%
0.61%
-0.8%
Q1 2021$1,585,000
+15.9%
7,160
+8.3%
0.61%
+21.2%
Q4 2020$1,367,000
+110.0%
6,610
+79.0%
0.50%
+86.3%
Q3 2020$651,000
+13.6%
3,693
+5.7%
0.27%
+5.9%
Q2 2020$573,000
+25.4%
3,493
+0.6%
0.26%
-65.3%
Q1 2020$457,000
-57.0%
3,472
-41.7%
0.74%
-8.0%
Q4 2019$1,062,000
+35.8%
5,958
+27.7%
0.80%
+40.2%
Q3 2019$782,000
+0.9%
4,667
+0.6%
0.57%
+4.4%
Q2 2019$775,0004,6380.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders