Geller Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,491 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

Quarter-by-quarter ownership
Geller Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$12,434,569
-2.7%
51,165
+0.1%
0.92%
-10.9%
Q1 2024$12,776,841
+7.4%
51,1360.0%1.04%
-10.6%
Q4 2023$11,896,279
+11.7%
51,1360.0%1.16%
-6.4%
Q3 2023$10,648,561
-5.4%
51,1360.0%1.24%
-11.8%
Q2 2023$11,258,102
+4.4%
51,1360.0%1.40%
-11.8%
Q1 2023$10,785,605
+3.5%
51,1360.0%1.59%
-9.8%
Q4 2022$10,422,028
+8.4%
51,1360.0%1.76%
-15.6%
Q3 2022$9,613,000
-4.1%
51,136
+0.5%
2.09%
-0.1%
Q2 2022$10,026,000
-17.2%
50,9020.0%2.09%
-7.2%
Q1 2022$12,107,000
-6.6%
50,9020.0%2.25%
-10.8%
Q4 2021$12,968,000
+70.5%
50,902
+58.5%
2.53%
+52.3%
Q3 2021$7,605,000
+12.6%
32,121
+12.9%
1.66%
+13.4%
Q2 2021$6,753,000
+2558.7%
28,451
+1286.5%
1.46%
+895.2%
Q4 2014$254,0002,0520.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 994,940$177,278,00017.25%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 126,697$22,585,00016.77%
TL Private Wealth 87,762$16,054,00013.88%
Riverpoint Wealth Management Holdings, LLC 185,788$33,104,00013.14%
Cornerstone Advisors, Inc. 567,745$101,161,00012.26%
Paracle Advisors, LLC 282,318$50,303,00011.71%
SEARCY FINANCIAL SERVICES INC /ADV 86,657$15,440,00011.08%
Northwest Quadrant Wealth Management, LLC 130,644$23,175,0009.56%
McIlrath & Eck, LLC 110,194$19,634,0009.42%
Nadler Financial Group, Inc. 207,285$36,934,0009.12%
View complete list of VANGUARD INDEX FDS shareholders