PRIVATE TRUST CO NA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,470,591
-10.4%
7,062
-5.3%
0.19%
-6.3%
Q2 2023$1,641,953
-9.5%
7,458
-13.3%
0.21%
-16.2%
Q1 2023$1,815,178
+110312.3%
8,606
+6.7%
0.25%
+1.2%
Q4 2022$1,644
-99.9%
8,064
+0.8%
0.24%0.0%
Q3 2022$1,504,000
+4.5%
8,002
+9.6%
0.24%
+9.4%
Q2 2022$1,439,000
-26.3%
7,304
-11.0%
0.22%
-26.9%
Q1 2022$1,953,000
-19.5%
8,211
-13.7%
0.30%
-9.0%
Q4 2021$2,425,000
+11.9%
9,517
+3.9%
0.34%
+6.0%
Q3 2021$2,168,000
+11.8%
9,159
+12.1%
0.32%
+7.5%
Q2 2021$1,939,000
+23.7%
8,170
+15.3%
0.29%
+15.3%
Q1 2021$1,568,000
+11.6%
7,087
+4.3%
0.26%
+7.6%
Q4 2020$1,405,000
+27.8%
6,795
+8.9%
0.24%
+11.8%
Q3 2020$1,099,000
+11.9%
6,237
+4.8%
0.21%
+2.9%
Q2 2020$982,000
+10.8%
5,954
-11.6%
0.21%
-10.0%
Q1 2020$886,000
-27.4%
6,735
-1.8%
0.23%
+0.9%
Q4 2019$1,221,000
+5.1%
6,857
-1.1%
0.23%
-0.9%
Q3 2019$1,162,000
+5.9%
6,934
+5.6%
0.23%
+3.6%
Q2 2019$1,097,000
+37.3%
6,564
+32.0%
0.22%
+33.1%
Q1 2019$799,000
+16.8%
4,974
+0.4%
0.17%
+2.5%
Q4 2018$684,000
-16.2%
4,956
-0.3%
0.16%
-2.4%
Q3 2018$816,000
+8.9%
4,972
+4.5%
0.17%
+2.5%
Q2 2018$749,000
+1.9%
4,756
-0.3%
0.16%
+0.6%
Q1 2018$735,000
+15.4%
4,769
+15.8%
0.16%
+19.3%
Q4 2017$637,000
-3.6%
4,119
-8.5%
0.14%
-6.2%
Q3 2017$661,000
+7.1%
4,503
+3.9%
0.14%
+6.7%
Q2 2017$617,000
+17.1%
4,334
+14.4%
0.14%
+10.7%
Q1 2017$527,000
-5.4%
3,788
-10.6%
0.12%
-8.3%
Q4 2016$557,000
+0.2%
4,237
-1.4%
0.13%
-2.2%
Q3 2016$556,000
-1.2%
4,299
-5.6%
0.14%
-6.8%
Q2 2016$563,000
+19.0%
4,556
+16.6%
0.15%
+14.1%
Q1 2016$473,000
-27.8%
3,909
-28.3%
0.13%
-31.6%
Q4 2015$655,000
+40.6%
5,454
+36.4%
0.19%
+33.6%
Q3 2015$466,000
-11.7%
3,998
-3.5%
0.14%
-7.3%
Q2 2015$528,000
+19.7%
4,145
+24.7%
0.15%
+19.8%
Q1 2015$441,000
-0.2%
3,324
-7.3%
0.13%
-10.0%
Q4 2014$442,000
+163.1%
3,584
+149.6%
0.14%
+145.6%
Q3 2014$168,000
-4.5%
1,436
-3.3%
0.06%0.0%
Q2 2014$176,000
-10.2%
1,485
-14.0%
0.06%
-23.0%
Q1 2014$196,000
+21.0%
1,727
+17.3%
0.07%
+13.8%
Q4 2013$162,000
+11.0%
1,472
+3.5%
0.06%
-1.5%
Q3 2013$146,000
+0.7%
1,422
-6.6%
0.07%
-1.5%
Q2 2013$145,0000.0%1,5230.0%0.07%0.0%
Q1 2013$145,0001,5230.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders