EVERGREEN CAPITAL MANAGEMENT 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
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,025,582
-4.6%
4,925
+0.8%
0.04%0.0%
Q2 2023$1,075,262
+57.1%
4,884
+50.5%
0.04%
+45.2%
Q1 2023$684,436
-2.2%
3,245
-5.5%
0.03%
-6.1%
Q4 2022$699,884
+8.3%
3,4340.0%0.03%
-2.9%
Q3 2022$646,000
-5.7%
3,434
-1.2%
0.03%
-5.6%
Q2 2022$685,000
-16.2%
3,477
+1.3%
0.04%
+9.1%
Q1 2022$817,000
-6.6%
3,4340.0%0.03%
-5.7%
Q4 2021$875,000
+7.6%
3,4340.0%0.04%
-5.4%
Q3 2021$813,000
+279.9%
3,434
+281.1%
0.04%
+270.0%
Q2 2021$214,0009010.01%
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