Legacy Private Trust Co. - 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
Legacy Private Trust Co. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$625,761
-16.7%
3,005
-11.9%
0.05%
-12.9%
Q2 2023$750,965
-3.6%
3,411
-7.6%
0.06%
-6.1%
Q1 2023$778,927
-2.8%
3,693
-6.1%
0.07%
-8.3%
Q4 2022$801,380
-16.1%
3,932
-22.6%
0.07%
-20.9%
Q3 2022$955,000
-27.7%
5,078
-24.3%
0.09%
-22.9%
Q2 2022$1,321,000
-17.3%
6,707
-0.2%
0.12%
-4.8%
Q1 2022$1,598,000
+8.6%
6,720
+16.4%
0.12%
+12.7%
Q4 2021$1,471,000
+31.1%
5,773
+21.8%
0.11%
+20.9%
Q3 2021$1,122,000
+18.1%
4,738
+18.4%
0.09%
+13.8%
Q2 2021$950,000
+7.2%
4,0010.0%0.08%0.0%
Q1 2021$886,000
+7.1%
4,0010.0%0.08%
+2.6%
Q4 2020$827,000
+17.3%
4,0010.0%0.08%
+6.8%
Q3 2020$705,000
+7.5%
4,0010.0%0.07%
+1.4%
Q2 2020$656,000
+24.5%
4,0010.0%0.07%
+5.9%
Q1 2020$527,000
-26.1%
4,0010.0%0.07%
-9.3%
Q4 2019$713,000
+1.1%
4,001
-4.9%
0.08%
-5.1%
Q3 2019$705,000
+20.1%
4,205
+19.7%
0.08%
+17.9%
Q2 2019$587,000
+1.6%
3,514
-2.2%
0.07%
-2.9%
Q1 2019$578,000
+16.3%
3,5940.0%0.07%
+7.8%
Q4 2018$497,000
-15.8%
3,5940.0%0.06%
-4.5%
Q3 2018$590,000
+4.1%
3,5940.0%0.07%
-1.5%
Q2 2018$567,000
-8.0%
3,594
-10.0%
0.07%
-5.6%
Q1 2018$616,000
+4.9%
3,994
+5.4%
0.07%
+4.3%
Q4 2017$587,000
-5.5%
3,790
-10.3%
0.07%
-9.2%
Q3 2017$621,000
+6.0%
4,223
+2.7%
0.08%
+2.7%
Q2 2017$586,000
+2.4%
4,1100.0%0.07%
+1.4%
Q1 2017$572,000
-61.4%
4,110
-63.5%
0.07%
-63.7%
Q4 2016$1,481,000
-68.2%
11,252
-68.7%
0.20%
-68.2%
Q3 2016$4,655,000
+21.1%
35,959
+15.6%
0.63%
+13.2%
Q2 2016$3,844,000
+242.0%
31,094
+235.3%
0.56%
+228.8%
Q1 2016$1,124,000
-50.0%
9,274
-50.4%
0.17%
-50.1%
Q4 2015$2,246,000
-26.1%
18,703
-28.2%
0.34%
-29.0%
Q3 2015$3,039,000
-21.6%
26,049
-14.4%
0.48%
-17.8%
Q2 2015$3,876,000
+1615.0%
30,420
+1689.4%
0.58%
+1669.7%
Q1 2015$226,0001,7000.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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