EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,602 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,162,893
-2.7%
4,7850.0%0.04%
-6.7%
Q1 2024$1,195,581
+7.4%
4,7850.0%0.04%0.0%
Q4 2023$1,113,183
+8.5%
4,785
-2.8%
0.04%0.0%
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 Q1 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders