BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908413. A total of 5 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$760,000
+3.0%
2,203
-8.2%
0.26%
-13.2%
Q3 2020$738,000
+15.3%
2,399
+6.7%
0.30%
+1.7%
Q2 2020$640,000
-29.7%
2,248
-41.5%
0.30%
-41.3%
Q1 2020$911,000
-44.6%
3,846
-30.9%
0.51%
-23.7%
Q4 2019$1,645,000
+30.5%
5,562
+20.2%
0.66%
+14.3%
Q3 2019$1,261,000
+0.7%
4,627
-0.5%
0.58%
+0.3%
Q2 2019$1,252,000
+0.2%
4,652
-3.3%
0.58%
-1.0%
Q1 2019$1,249,000
+7.8%
4,812
-4.6%
0.58%
-4.3%
Q4 2018$1,159,000
-20.1%
5,042
-7.2%
0.61%
-1.9%
Q3 2018$1,451,000
-22.6%
5,432
-27.7%
0.62%
-26.9%
Q2 2018$1,874,000
-5.5%
7,512
-8.4%
0.85%
-2.3%
Q1 2018$1,984,000
+1.1%
8,197
+2.4%
0.87%
-1.1%
Q4 2017$1,962,000
+0.1%
8,002
-5.8%
0.88%
-6.0%
Q3 2017$1,961,000
-8.7%
8,497
-12.1%
0.94%
-11.9%
Q2 2017$2,147,000
+23.9%
9,667
+20.7%
1.06%
+12.4%
Q1 2017$1,733,000
+156.7%
8,012
+143.7%
0.95%
+130.2%
Q4 2016$675,000
+80.0%
3,287
+74.2%
0.41%
+88.5%
Q3 2016$375,000
-1.8%
1,887
-5.0%
0.22%
-11.4%
Q2 2016$382,000
+1.9%
1,9870.0%0.25%
-3.9%
Q1 2016$375,000
-29.5%
1,987
-30.2%
0.26%
-29.1%
Q4 2015$532,000
-26.7%
2,847
-31.1%
0.36%
-27.8%
Q3 2015$726,000
-21.3%
4,134
-15.4%
0.50%
-10.2%
Q2 2015$922,000
-10.9%
4,884
-10.8%
0.56%
-10.3%
Q1 2015$1,035,000
-20.1%
5,475
-20.4%
0.62%
-17.6%
Q4 2014$1,295,000
+43.4%
6,875
+37.5%
0.75%
+39.4%
Q3 2014$903,000
+17.0%
5,000
+16.3%
0.54%
+16.1%
Q2 2014$772,000
+4.7%
4,3000.0%0.47%
-6.6%
Q1 2014$737,000
+1.4%
4,3000.0%0.50%
-10.6%
Q4 2013$727,000
+0.4%
4,300
-54.3%
0.56%
-22.8%
Q3 2013$724,000
+31.6%
9,405
+25.3%
0.72%
+48.5%
Q2 2013$550,0007,5050.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
HM Capital Management, LLC 373,628$28,767,00041.93%
PACIFIC FINANCIAL GROUP INC 563,014$43,352,00030.59%
JBF Capital, Inc. 1,353,823$104,244,00019.22%
AEGON USA Investment Management, LLC 12,871,348$991,094,00012.25%
WEST CHESTER CAPITAL ADVISORS, INC 204,307$15,732,00010.02%
Karpus Management, Inc. 1,952,123$150,313,0009.59%
Smithfield Trust Co 460,529$35,460,0008.12%
Efficient Market Advisors, LLC 300,875$23,168,0007.50%
Allston Trading LLC 26,545$2,045,0007.48%
BOK Financial Private Wealth, Inc. 396,269$30,513,0006.14%
View complete list of VANGUARD INDEX FDS shareholders