EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q4 2023
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders