ProVise Management Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,818,713
+5.8%
95,172
+11.9%
1.84%
+8.5%
Q2 2023$18,724,051
+5.6%
85,047
+1.2%
1.70%
+0.1%
Q1 2023$17,723,709
+6.8%
84,030
+3.2%
1.70%
+1.0%
Q4 2022$16,590,246
+35.6%
81,400
+25.1%
1.68%
+22.9%
Q3 2022$12,234,000
+7.2%
65,082
+12.4%
1.37%
+12.2%
Q2 2022$11,407,000
-6.6%
57,913
+12.8%
1.22%
+5.6%
Q1 2022$12,211,000
+4.8%
51,342
+12.2%
1.15%
+9.2%
Q4 2021$11,654,000
+36.5%
45,744
+26.9%
1.06%
+25.0%
Q3 2021$8,538,000
+19.4%
36,060
+19.7%
0.84%
+15.8%
Q2 2021$7,151,000
+44.1%
30,129
+34.4%
0.73%
+36.4%
Q1 2021$4,961,000
+18.2%
22,415
+10.4%
0.54%
+10.3%
Q4 2020$4,198,000
+19.2%
20,304
+1.6%
0.48%
+3.0%
Q3 2020$3,523,000
+22.2%
19,988
+13.7%
0.47%
+13.8%
Q2 2020$2,882,000
+24.5%
17,583
+0.0%
0.41%
+6.7%
Q1 2020$2,314,000
-27.5%
17,577
-1.9%
0.39%
-1.3%
Q4 2019$3,192,000
+5.6%
17,914
-0.7%
0.39%
-2.0%
Q3 2019$3,024,000
-0.6%
18,043
-0.8%
0.40%
-1.5%
Q2 2019$3,041,000
+3.2%
18,191
-0.8%
0.41%
-1.7%
Q1 2019$2,948,000
+16.7%
18,340
+0.3%
0.41%
+3.8%
Q4 2018$2,527,000
-16.0%
18,285
-0.1%
0.40%
+0.8%
Q3 2018$3,007,000
+3.1%
18,312
-1.0%
0.40%
+80.0%
Q2 2018$2,916,000
-5.2%
18,500
-7.3%
0.22%
-51.4%
Q1 2018$3,076,000
-1.8%
19,950
-1.5%
0.45%
+0.9%
Q4 2017$3,133,000
+6.7%
20,244
+1.4%
0.45%
+5.4%
Q3 2017$2,936,000
-0.1%
19,969
-3.2%
0.43%
-4.5%
Q2 2017$2,940,000
+0.7%
20,635
-1.6%
0.45%
-4.9%
Q1 2017$2,920,000
+5.3%
20,967
-0.5%
0.47%
-0.6%
Q4 2016$2,774,000
+4.3%
21,072
+2.5%
0.47%
+2.4%
Q3 2016$2,659,000
+2.8%
20,550
-1.8%
0.46%
-3.2%
Q2 2016$2,587,000
-3.0%
20,929
-4.9%
0.48%
-13.1%
Q1 2016$2,668,000
+5.2%
22,007
+4.2%
0.55%
+3.0%
Q4 2015$2,536,000
+19.5%
21,110
+16.1%
0.53%
+8.1%
Q3 2015$2,122,000
+1.1%
18,182
+10.4%
0.49%
+10.1%
Q2 2015$2,099,000
-5.5%
16,470
-1.6%
0.45%
-4.9%
Q1 2015$2,221,000
-44.3%
16,734
-48.1%
0.47%
+9.8%
Q4 2014$3,986,000
+118.3%
32,254
+107.2%
0.43%
+8.1%
Q3 2014$1,826,000
+9.3%
15,567
+10.5%
0.40%
+9.1%
Q2 2014$1,671,000
+65.8%
14,082
+58.7%
0.36%
+48.8%
Q1 2014$1,008,000
+11.4%
8,872
+7.8%
0.24%
+4.3%
Q4 2013$905,000
+6.3%
8,232
-0.9%
0.23%
-2.9%
Q3 2013$851,000
+14.5%
8,307
+6.3%
0.24%
+10.0%
Q2 2013$743,0007,8130.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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