Advisors Capital Management, LLC - 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
Advisors Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,897
+18.0%
18,712
+24.7%
0.10%
+25.3%
Q2 2023$3,303
+6.5%
15,003
+2.0%
0.08%
-1.2%
Q1 2023$3,102
+4.8%
14,707
+1.3%
0.08%0.0%
Q4 2022$2,959
-99.9%
14,520
+9.7%
0.08%
+8.1%
Q3 2022$2,789,000
+43.5%
13,242
+34.2%
0.07%
+25.4%
Q2 2022$1,944,000
-21.2%
9,868
-4.8%
0.06%
-11.9%
Q1 2022$2,466,000
-6.6%
10,367
+0.1%
0.07%
-6.9%
Q4 2021$2,639,000
-20.5%
10,359
-26.1%
0.07%
-28.7%
Q3 2021$3,318,000
+1.5%
14,015
+1.8%
0.10%
-2.9%
Q2 2021$3,268,000
+13.4%
13,768
+5.8%
0.10%
+3.0%
Q1 2021$2,881,000
+35.7%
13,019
+26.8%
0.10%
+24.7%
Q4 2020$2,123,000
+17.2%
10,271
-0.1%
0.08%
-4.7%
Q3 2020$1,812,000
+12.7%
10,279
+4.8%
0.08%
+6.2%
Q2 2020$1,608,000
+25.1%
9,811
+0.5%
0.08%
-2.4%
Q1 2020$1,285,000
-42.5%
9,764
-22.1%
0.08%
-21.2%
Q4 2019$2,234,000
+7.5%
12,536
+1.1%
0.10%
-8.0%
Q3 2019$2,079,000
+9.7%
12,403
+9.3%
0.11%0.0%
Q2 2019$1,896,000
+18.1%
11,343
+14.9%
0.11%
+13.0%
Q1 2019$1,606,000
+43.1%
9,873
+21.6%
0.10%
+22.0%
Q4 2018$1,122,000
-15.5%
8,117
+0.4%
0.08%
-5.7%
Q3 2018$1,328,000
+7.7%
8,088
+3.4%
0.09%
+2.4%
Q2 2018$1,233,000
+36.2%
7,822
+33.3%
0.08%
+25.0%
Q1 2018$905,000
+5.1%
5,867
+5.5%
0.07%0.0%
Q4 2017$861,000
+9.3%
5,563
+3.7%
0.07%
+6.2%
Q3 2017$788,000
-40.0%
5,362
-41.8%
0.06%
-40.2%
Q2 2017$1,313,000
-11.5%
9,210
-13.5%
0.11%
-16.4%
Q1 2017$1,483,000
+7.1%
10,650
+1.2%
0.13%
-3.8%
Q4 2016$1,385,000
+0.5%
10,521
-1.2%
0.13%
-1.5%
Q3 2016$1,378,000
+13.8%
10,646
+8.7%
0.14%
+8.9%
Q2 2016$1,211,000
+3.3%
9,796
+1.3%
0.12%
+4.2%
Q1 2016$1,172,000
-5.5%
9,670
-6.3%
0.12%
-4.8%
Q4 2015$1,240,000
+2.3%
10,322
-0.7%
0.12%
-6.0%
Q3 2015$1,212,000
-3.2%
10,392
+5.7%
0.13%
-2.2%
Q2 2015$1,252,000
-3.6%
9,827
+0.4%
0.14%
-6.2%
Q1 2015$1,299,000
-16.6%
9,791
-22.3%
0.14%
-23.7%
Q4 2014$1,557,000
+2.0%
12,598
-3.2%
0.19%
-2.6%
Q3 2014$1,527,000
-1.5%
13,018
-0.3%
0.20%
-6.7%
Q2 2014$1,550,000
+3.9%
13,058
-0.6%
0.21%
-8.3%
Q1 2014$1,492,000
+6.7%
13,139
+3.4%
0.23%
-3.4%
Q4 2013$1,398,00012,7060.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders