Ballentine Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,724,933
-5.2%
65,909
+0.2%
0.32%
-2.7%
Q2 2023$14,475,080
+7.6%
65,748
+3.1%
0.33%
-1.8%
Q1 2023$13,451,001
+4.3%
63,773
+0.8%
0.34%
-11.7%
Q4 2022$12,896,485
+8.4%
63,2770.0%0.38%
-7.0%
Q3 2022$11,895,000
-4.6%
63,277
-0.0%
0.41%
-6.6%
Q2 2022$12,467,000
-17.3%
63,295
-0.1%
0.44%
-6.6%
Q1 2022$15,076,000
-6.4%
63,388
+0.3%
0.47%
-1.9%
Q4 2021$16,101,000
+7.2%
63,199
-0.4%
0.48%
-5.5%
Q3 2021$15,019,000
-0.2%
63,4340.0%0.51%
-2.1%
Q2 2021$15,056,000
+6.4%
63,434
-0.8%
0.52%
-1.0%
Q1 2021$14,155,000
+7.1%
63,953
+0.1%
0.52%
+0.4%
Q4 2020$13,211,000
+16.9%
63,893
-0.3%
0.52%
+4.8%
Q3 2020$11,297,000
+7.3%
64,093
-0.2%
0.50%
-1.0%
Q2 2020$10,526,000
+24.5%
64,2180.0%0.50%
+2.4%
Q1 2020$8,454,000
-26.3%
64,218
-0.2%
0.49%
-5.4%
Q4 2019$11,465,000
+0.7%
64,344
-5.3%
0.52%
-2.8%
Q3 2019$11,388,000
-1.0%
67,949
-1.3%
0.54%
-3.1%
Q2 2019$11,507,000
+5.1%
68,841
+1.0%
0.55%
-3.2%
Q1 2019$10,953,000
+7.5%
68,138
-7.6%
0.57%
-3.1%
Q4 2018$10,192,000
-21.5%
73,761
-6.7%
0.59%
-13.3%
Q3 2018$12,987,000
+8.6%
79,095
+4.3%
0.68%
+2.3%
Q2 2018$11,959,000
-0.6%
75,865
-2.7%
0.66%
-1.9%
Q1 2018$12,028,000
-1.4%
77,996
-1.1%
0.68%
+1.5%
Q4 2017$12,202,000
+6.9%
78,832
+1.5%
0.67%
+5.7%
Q3 2017$11,419,000
+0.6%
77,6760.0%0.63%
-23.9%
Q2 2017$11,350,000
+5.6%
77,676
+0.6%
0.83%
+8.4%
Q1 2017$10,751,000
+9.1%
77,195
+2.7%
0.76%
+0.4%
Q4 2016$9,851,000
+6.5%
75,135
+5.2%
0.76%
+1.3%
Q3 2016$9,246,000
-0.9%
71,430
-5.3%
0.75%
-4.5%
Q2 2016$9,328,000
-1.4%
75,445
-3.3%
0.79%
-5.5%
Q1 2016$9,460,000
+3.5%
78,030
+2.5%
0.83%
-6.6%
Q4 2015$9,143,000
+0.6%
76,118
-2.3%
0.89%
-6.6%
Q3 2015$9,091,000
-11.4%
77,924
-3.2%
0.95%
-4.5%
Q2 2015$10,256,000
-6.4%
80,484
-2.5%
1.00%
-7.2%
Q1 2015$10,956,000
+4.2%
82,564
-3.0%
1.08%
-11.4%
Q4 2014$10,517,000
+4.7%
85,114
-0.6%
1.22%
+2.0%
Q3 2014$10,046,000
-2.0%
85,639
-0.9%
1.19%
-1.9%
Q2 2014$10,254,000
-20.3%
86,409
-23.7%
1.21%
-19.3%
Q1 2014$12,863,000
-20.3%
113,254
-22.8%
1.50%
-17.0%
Q4 2013$16,143,000
+1.1%
146,727
-5.9%
1.81%
-7.5%
Q3 2013$15,972,000
+6.8%
155,849
-0.9%
1.96%
-2.6%
Q2 2013$14,959,000157,2362.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders