BOK Financial Private Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
BOK Financial Private Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$39,198,265
-8.7%
188,236
-3.4%
3.43%
-2.0%
Q2 2023$42,910,726
-16.8%
194,907
-20.3%
3.50%
-15.5%
Q1 2023$51,553,700
+0.8%
244,423
-2.6%
4.14%
-2.5%
Q4 2022$51,131,241
+86.7%
250,877
+72.2%
4.25%
+72.3%
Q3 2022$27,384,000
-4.9%
145,677
-0.4%
2.46%
-3.8%
Q2 2022$28,808,000
-16.6%
146,254
+0.7%
2.56%
+4.4%
Q1 2022$34,547,000
-14.6%
145,255
-8.6%
2.45%
-12.0%
Q4 2021$40,469,000
+8.9%
158,846
+1.2%
2.79%
-5.9%
Q3 2021$37,173,000
-3.7%
157,005
-3.4%
2.96%
-5.7%
Q2 2021$38,589,000
-0.2%
162,581
-6.9%
3.14%
-10.6%
Q1 2021$38,653,000
+0.4%
174,632
-6.2%
3.52%
-4.1%
Q4 2020$38,506,000
+3.2%
186,224
-12.0%
3.67%
-5.7%
Q3 2020$37,306,000
+5.3%
211,651
-2.0%
3.89%
+4.9%
Q2 2020$35,412,000
+180.3%
216,047
+125.1%
3.70%
+141.5%
Q1 2020$12,634,000
+4649.6%
95,963
+6318.9%
1.53%
+6872.7%
Q4 2019$266,000
-10.7%
1,495
-34.0%
0.02%
-51.1%
Q4 2016$298,0002,2650.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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