Aureus Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
Aureus Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,275,855
+1.5%
10,929
+7.4%
0.18%
+8.9%
Q2 2023$2,241,229
+4.3%
10,180
-0.1%
0.17%
-1.2%
Q1 2023$2,148,642
-3.2%
10,187
-6.4%
0.17%
-11.5%
Q4 2022$2,218,676
+23.0%
10,886
+13.4%
0.19%
+22.3%
Q3 2022$1,804,000
-5.1%
9,596
-0.6%
0.16%
+2.6%
Q2 2022$1,901,000
-17.6%
9,651
-1.5%
0.15%0.0%
Q1 2022$2,308,000
-4.7%
9,800
+3.1%
0.15%
+2.7%
Q4 2021$2,421,000
+7.9%
9,504
+0.3%
0.15%
+0.7%
Q3 2021$2,243,000
+0.2%
9,475
+0.5%
0.15%
+2.8%
Q2 2021$2,238,000
+8.7%
9,431
+1.4%
0.14%
-10.0%
Q1 2021$2,058,000
+12.5%
9,297
+5.0%
0.16%
+3.9%
Q4 2020$1,830,000
+60.0%
8,851
+36.4%
0.15%
+42.6%
Q3 2020$1,144,000
+7.1%
6,488
-0.5%
0.11%
-6.9%
Q2 2020$1,068,000
+24.5%
6,5180.0%0.12%
-2.5%
Q1 2020$858,000
-24.4%
6,518
+2.4%
0.12%
-6.3%
Q4 2019$1,135,000
+3.9%
6,368
-2.3%
0.13%
-6.6%
Q3 2019$1,092,000
-0.7%
6,518
-0.9%
0.14%
+0.7%
Q2 2019$1,100,000
+5.3%
6,579
+1.2%
0.14%
-2.2%
Q1 2019$1,045,000
+14.3%
6,503
-1.7%
0.14%
-4.2%
Q4 2018$914,000
-5.8%
6,616
+12.0%
0.14%
+17.1%
Q3 2018$970,000
-34.3%
5,909
-36.9%
0.12%
-39.4%
Q2 2018$1,476,000
-3.5%
9,360
-5.6%
0.20%
-11.7%
Q1 2018$1,529,000
+4.1%
9,912
+4.4%
0.23%
+1.3%
Q4 2017$1,469,000
+1.2%
9,492
-3.8%
0.23%
-0.9%
Q3 2017$1,451,000
+6.4%
9,872
+3.1%
0.23%0.0%
Q2 2017$1,364,000
+0.7%
9,572
-0.3%
0.23%
-2.6%
Q1 2017$1,355,000
-8.1%
9,604
-14.3%
0.24%
-18.7%
Q4 2016$1,475,000
-10.2%
11,205
-11.7%
0.29%
-12.2%
Q3 2016$1,643,000
+5.1%
12,692
+0.3%
0.33%
-2.4%
Q2 2016$1,564,000
-0.1%
12,652
-2.0%
0.34%
-1.5%
Q1 2016$1,565,000
+70.1%
12,908
+68.6%
0.34%
+65.2%
Q4 2015$920,000
+21.4%
7,658
+17.8%
0.21%
+9.5%
Q3 2015$758,000
-8.7%
6,501
-0.2%
0.19%
+8.6%
Q2 2015$830,000
-8.4%
6,511
-4.6%
0.17%
-16.3%
Q1 2015$906,000
-6.9%
6,825
-13.3%
0.21%
-12.2%
Q4 2014$973,000
+46.8%
7,875
+39.3%
0.24%
+42.8%
Q3 2014$663,000
-17.1%
5,655
-16.1%
0.17%
-17.0%
Q2 2014$800,000
-8.7%
6,739
-12.6%
0.20%
-11.1%
Q1 2014$876,000
+0.5%
7,714
-2.7%
0.22%
-4.7%
Q4 2013$872,000
-21.4%
7,925
-26.8%
0.24%
-37.7%
Q3 2013$1,109,000
+61.7%
10,824
+50.2%
0.38%
+54.1%
Q2 2013$686,0007,2080.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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