Essex Financial Services, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,809 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$6,078,185
+8.8%
24,904
+11.4%
0.45%
-12.4%
Q1 2024$5,584,116
+10.0%
22,349
+2.4%
0.52%
-1.9%
Q4 2023$5,077,644
+21.1%
21,826
+8.4%
0.52%
+8.0%
Q3 2023$4,193,664
-6.0%
20,139
-0.7%
0.49%
-4.1%
Q2 2023$4,463,089
+5.0%
20,272
+0.6%
0.51%
+13.4%
Q1 2023$4,248,668
+108450.5%
20,144
+4.9%
0.45%
+7.7%
Q4 2022$3,914
-99.9%
19,206
-24.7%
0.42%
-27.4%
Q3 2022$4,797,000
-21.6%
25,518
-17.8%
0.57%
-16.0%
Q2 2022$6,116,000
-59.0%
31,049
-48.7%
0.68%
-6.2%
Q1 2022$14,911,000
+95.9%
60,566
+102.7%
0.73%
-3.6%
Q4 2021$7,613,000
+15.4%
29,882
+7.3%
0.75%
-0.1%
Q3 2021$6,597,000
+38.9%
27,862
+29.8%
0.75%
+9.6%
Q2 2021$4,751,0000.0%21,4670.0%0.69%
-19.2%
Q1 2021$4,751,000
+12.6%
21,467
+5.2%
0.85%
+2.0%
Q4 2020$4,218,000
+29.5%
20,399
+10.4%
0.84%
+4.4%
Q3 2020$3,258,000
+31.4%
18,481
+22.2%
0.80%
+4.6%
Q2 2020$2,480,000
+89.2%
15,128
+52.0%
0.76%
+63.8%
Q1 2020$1,311,000
+49.1%
9,954
+101.7%
0.47%
+93.0%
Q4 2019$879,000
+57.2%
4,934
+48.0%
0.24%
+34.4%
Q3 2019$559,000
+10.5%
3,333
+10.0%
0.18%
+20.8%
Q2 2019$506,000
+77.5%
3,029
+71.0%
0.15%
+73.3%
Q1 2019$285,000
+19.7%
1,771
+22.2%
0.09%
+65.4%
Q3 2018$238,000
+4.4%
1,4490.0%0.05%
-5.5%
Q2 2018$228,000
-82.4%
1,449
-82.7%
0.06%
-78.3%
Q1 2018$1,292,000
+39.1%
8,378
+28.6%
0.25%
+29.1%
Q2 2017$929,000
+11.4%
6,516
+8.8%
0.20%
+2.1%
Q1 2017$834,000
+23.9%
5,991
+17.2%
0.19%
+33.3%
Q4 2016$673,000
+216.0%
5,111
+190.4%
0.14%
+171.7%
Q1 2016$213,000
-3.2%
1,760
-4.1%
0.05%0.0%
Q4 2015$220,000
+2.8%
1,8350.0%0.05%
-5.4%
Q3 2015$214,0001,8350.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Fidato Wealth LLC 117,677$27,376,29726.13%
BCK Partners, Inc. 118,003$27,452,26415.59%
Axiom Financial Strategies, LLC 99,297$23,100,38514.99%
Bear Mountain Capital, Inc. 153,287$34,914,20114.68%
TL Private Wealth 122,029$28,388,86814.64%
OAK HILL WEALTH ADVISORS, LLC 172,031$40,021,19913.78%
Northwest Quadrant Wealth Management, LLC 223,352$51,960,61613.44%
Conrad Siegel Investment Advisors, Inc. 125,543$29,206,21313.28%
SilverOak Wealth Management LLC 187,839$43,698,78311.81%
SEARCY FINANCIAL SERVICES INC /ADV 91,349$21,251,33511.79%
View complete list of VANGUARD INDEX FDS shareholders