HEADINVEST, 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
HEADINVEST, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,633,963
-7.2%
32,235
-0.4%
1.44%
-6.4%
Q2 2023$7,145,030
+2.7%
32,370
-1.9%
1.54%
+0.9%
Q1 2023$6,959,305
+1.1%
32,995
-2.3%
1.53%
-0.8%
Q4 2022$6,882,664
+7.5%
33,770
-0.8%
1.54%
+0.4%
Q3 2022$6,401,000
-1.9%
34,050
+2.7%
1.53%
+5.6%
Q2 2022$6,528,000
-17.2%
33,140
-0.0%
1.45%
-3.5%
Q1 2022$7,882,000
-7.0%
33,142
-0.4%
1.51%
+0.2%
Q4 2021$8,474,000
+9.4%
33,260
+1.7%
1.50%
+2.3%
Q3 2021$7,747,000
-0.1%
32,719
+0.1%
1.47%
-0.4%
Q2 2021$7,755,000
+9.3%
32,674
+1.9%
1.48%
+1.9%
Q1 2021$7,096,000
+24.4%
32,062
+16.2%
1.45%
+19.6%
Q4 2020$5,706,000
+19.5%
27,595
+1.9%
1.21%
-12.2%
Q3 2020$4,774,000
+10.9%
27,085
+3.2%
1.38%
+1.8%
Q2 2020$4,303,000
+27.3%
26,250
+2.2%
1.36%
+7.1%
Q1 2020$3,381,000
-24.2%
25,680
+2.6%
1.27%
-1.1%
Q4 2019$4,458,000
+6.2%
25,020
-0.1%
1.28%
+0.5%
Q3 2019$4,199,000
-2.7%
25,055
-3.0%
1.27%
+4.3%
Q2 2019$4,316,000
+8.0%
25,818
+3.8%
1.22%
+9.0%
Q1 2019$3,997,000
-41.5%
24,863
-49.7%
1.12%
+3.5%
Q4 2018$6,831,000
+68.1%
49,436
+99.8%
1.08%
-7.4%
Q3 2018$4,063,000
+5.4%
24,743
+1.2%
1.17%
-0.5%
Q2 2018$3,855,000
+4.4%
24,455
+2.1%
1.18%
-0.8%
Q1 2018$3,693,000
-3.2%
23,950
-2.9%
1.18%
+0.6%
Q4 2017$3,816,000
+6.3%
24,655
+2.4%
1.18%
+4.7%
Q3 2017$3,590,000
+8.8%
24,076
+4.0%
1.12%
+3.4%
Q2 2017$3,300,000
+9.6%
23,156
+7.1%
1.09%
+7.5%
Q1 2017$3,010,000
+12.7%
21,620
+6.5%
1.01%
+1.8%
Q4 2016$2,671,000
+13.4%
20,295
+10.6%
0.99%
+18.9%
Q3 2016$2,355,000
+5.3%
18,355
+1.4%
0.84%
-1.3%
Q2 2016$2,237,000
+4.8%
18,095
+2.7%
0.85%
+1.2%
Q1 2016$2,135,000
+4.3%
17,615
+3.4%
0.84%
+0.8%
Q4 2015$2,046,000
+2.2%
17,035
-0.7%
0.83%
+3.2%
Q3 2015$2,001,000
+1.9%
17,150
+11.3%
0.80%
+10.5%
Q2 2015$1,964,000
+8.0%
15,415
+12.5%
0.73%
+11.5%
Q1 2015$1,818,000
+21.9%
13,700
+13.6%
0.65%
+9.6%
Q4 2014$1,491,000
+2.9%
12,065
+1.0%
0.60%
+2.8%
Q3 2014$1,449,000
+14.2%
11,945
+11.7%
0.58%
+12.9%
Q2 2014$1,269,000
+17.0%
10,690
+11.9%
0.51%
+9.9%
Q1 2014$1,085,000
+6.0%
9,555
+2.7%
0.47%
+8.1%
Q4 2013$1,024,000
+11.7%
9,305
+4.0%
0.43%
+8.0%
Q3 2013$917,000
+18.2%
8,950
+9.7%
0.40%
+17.3%
Q2 2013$776,0008,1600.34%
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