Curi RMB Capital, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 749 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.

Quarter-by-quarter ownership
Curi RMB Capital, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,871,264
-5.2%
37,799
+0.2%
0.27%
-1.5%
Q2 2023$8,304,215
-6.2%
37,719
-10.2%
0.27%
-11.7%
Q1 2023$8,855,898
+0.6%
41,987
-2.7%
0.31%
-1.3%
Q4 2022$8,799,089
+2.5%
43,173
-5.4%
0.31%
-2.2%
Q3 2022$8,581,000
-52.3%
45,648
-50.1%
0.32%
-0.6%
Q2 2022$18,002,000
+56.6%
91,390
+89.1%
0.32%
-11.3%
Q1 2022$11,492,000
-1.5%
48,317
+5.5%
0.36%
+3.1%
Q4 2021$11,669,000
-2.9%
45,802
-9.8%
0.35%
-10.9%
Q3 2021$12,019,000
+0.3%
50,763
+0.6%
0.40%
-1.5%
Q2 2021$11,978,000
+4.6%
50,464
-2.5%
0.40%
-5.2%
Q1 2021$11,455,000
+7.1%
51,754
+0.0%
0.42%
+8.2%
Q4 2020$10,697,000
+18.4%
51,733
+1.0%
0.39%0.0%
Q3 2020$9,032,000
+8.2%
51,244
+0.7%
0.39%
+6.5%
Q2 2020$8,344,000
+22.2%
50,904
-1.9%
0.37%
+13.3%
Q1 2020$6,828,000
-29.1%
51,864
-4.1%
0.32%
+20.9%
Q4 2019$9,633,000
+1.9%
54,066
-4.2%
0.27%
+7.6%
Q3 2019$9,457,000
+1.3%
56,425
+1.0%
0.25%
+5.5%
Q2 2019$9,334,000
+4.9%
55,840
+0.8%
0.24%
+4.9%
Q1 2019$8,901,000
+15.7%
55,375
-0.5%
0.22%
+14.8%
Q4 2018$7,692,000
-17.6%
55,670
-2.1%
0.20%
-12.5%
Q3 2018$9,336,000
+4.1%
56,863
-0.1%
0.22%
+5.2%
Q2 2018$8,970,000
+4.1%
56,903
+1.8%
0.21%
-3.2%
Q1 2018$8,617,000
+103.6%
55,878
+104.3%
0.22%
+100.0%
Q4 2017$4,233,00027,3480.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2017
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders