TWIN FOCUS CAPITAL PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 638 filers reported holding VANGUARD INDEX FDS in Q2 2017. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,681,867
-6.6%
8,076
-1.3%
0.38%
+3.8%
Q2 2023$1,801,242
+4.4%
8,1820.0%0.36%
+6.4%
Q1 2023$1,725,645
+5.1%
8,182
+1.6%
0.34%
-0.3%
Q4 2022$1,641,590
+7.1%
8,055
-1.2%
0.34%
-7.0%
Q3 2022$1,533,000
-4.8%
8,155
-0.3%
0.37%
+1.9%
Q2 2022$1,611,000
-8.2%
8,180
+10.8%
0.36%
+6.2%
Q1 2022$1,755,000
+2.8%
7,380
+10.1%
0.34%
-0.3%
Q4 2021$1,707,000
+14.5%
6,700
+6.3%
0.34%
-1.7%
Q3 2021$1,491,000
-0.3%
6,3000.0%0.35%
+0.6%
Q2 2021$1,495,000
+7.2%
6,3000.0%0.35%
-13.3%
Q1 2021$1,394,000
+7.0%
6,3000.0%0.40%0.0%
Q4 2020$1,303,000
+17.4%
6,3000.0%0.40%
-1.2%
Q3 2020$1,110,000
+7.5%
6,3000.0%0.40%
-2.7%
Q2 2020$1,033,000
+63.4%
6,300
+31.2%
0.42%
+42.1%
Q1 2020$632,000
-26.1%
4,8000.0%0.29%
+6.2%
Q4 2019$855,000
-37.0%
4,800
-40.7%
0.28%
-48.5%
Q3 2019$1,357,000
+0.2%
8,1000.0%0.53%
-6.2%
Q2 2019$1,354,000
-23.5%
8,100
-26.5%
0.57%
-31.4%
Q1 2019$1,771,000
+15.4%
11,020
-0.7%
0.83%
+21.0%
Q4 2018$1,534,000
-15.8%
11,1000.0%0.69%
-26.9%
Q3 2018$1,822,000
+4.9%
11,100
+0.7%
0.94%
+5.7%
Q2 2018$1,737,000
+13.5%
11,020
+11.1%
0.89%
+16.8%
Q1 2018$1,530,000
-0.3%
9,9200.0%0.76%
-2.3%
Q4 2017$1,535,000
+33.6%
9,920
+26.9%
0.78%
+30.8%
Q3 2017$1,149,000
+3.1%
7,8200.0%0.60%
-2.5%
Q2 2017$1,114,000
+35.5%
7,820
+32.5%
0.61%
+23.2%
Q1 2017$822,0005,9000.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2017
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders