J.P. Morgan Private Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 435 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$26,190,009
-14.8%
199,985
-9.9%
0.08%
-53.1%
Q2 2023$30,727,107
-67.6%
222,049
-68.6%
0.16%
-20.4%
Q1 2023$94,824,761
-3.2%
707,278
-2.4%
0.20%
-8.2%
Q4 2022$97,993,687
+19.5%
724,591
+7.6%
0.22%
+2.3%
Q3 2022$81,993,000
-2.8%
673,339
+3.4%
0.21%
-0.9%
Q2 2022$84,365,000
-14.1%
651,365
-0.7%
0.22%
+1.4%
Q1 2022$98,202,000
-4.0%
656,126
-3.6%
0.21%
-3.2%
Q4 2021$102,334,000
+5.1%
680,730
-2.4%
0.22%
-7.6%
Q3 2021$97,344,000
+2.1%
697,259
+2.7%
0.24%
-3.6%
Q2 2021$95,375,000
+10.1%
678,826
+5.7%
0.25%
-11.8%
Q1 2021$86,606,000
+8.8%
642,144
-4.0%
0.28%
+8.5%
Q4 2020$79,601,000
+6.3%
669,138
-9.4%
0.26%
-11.6%
Q3 2020$74,870,000
+8.9%
738,581
+2.8%
0.29%
-7.0%
Q2 2020$68,726,000
+19.4%
718,140
+1.4%
0.31%
-3.7%
Q1 2020$57,561,000
-18.5%
708,098
+19.6%
0.33%
+1.6%
Q4 2019$70,585,000
+13.0%
592,209
+7.2%
0.32%
-1.2%
Q3 2019$62,447,000
+6.4%
552,625
+4.8%
0.32%
+0.9%
Q2 2019$58,708,000
+6.2%
527,289
+2.9%
0.32%
+11.8%
Q1 2019$55,274,000
+25.0%
512,363
+10.4%
0.29%
+7.1%
Q4 2018$44,220,000
-29.9%
464,205
-16.8%
0.27%
-12.7%
Q3 2018$63,070,000
+37.9%
557,798
+34.7%
0.31%
+20.3%
Q2 2018$45,739,000
+31.0%
414,080
+29.7%
0.26%
+8.5%
Q1 2018$34,926,000
+3.0%
319,282
+5.1%
0.24%
+5.8%
Q4 2017$33,902,000
+10.9%
303,861
+5.0%
0.22%
+1.4%
Q3 2017$30,578,000
-0.8%
289,452
-3.4%
0.22%
-6.0%
Q2 2017$30,840,000
+12.1%
299,788
+11.1%
0.23%
+9.9%
Q1 2017$27,501,000
+390.5%
269,830
+367.7%
0.21%
+334.7%
Q4 2016$5,607,000
+16.2%
57,693
+11.9%
0.05%
+8.9%
Q3 2016$4,825,000
+0.1%
51,563
-4.8%
0.04%
-4.3%
Q2 2016$4,822,000
+88.4%
54,135
+84.2%
0.05%
+95.8%
Q1 2016$2,560,000
+195.6%
29,382
+191.6%
0.02%
+166.7%
Q4 2015$866,000
+16.2%
10,075
+12.6%
0.01%0.0%
Q3 2015$745,000
-11.9%
8,948
-4.2%
0.01%
-10.0%
Q2 2015$846,000
-1.5%
9,338
-0.1%
0.01%0.0%
Q1 2015$859,000
+12.7%
9,350
+9.7%
0.01%
+11.1%
Q4 2014$762,000
+5.2%
8,525
+0.0%
0.01%0.0%
Q3 2014$724,000
+5.2%
8,524
+7.8%
0.01%
-25.0%
Q2 2014$688,000
+11.1%
7,910
+5.8%
0.01%
+9.1%
Q1 2014$619,000
+3.9%
7,4740.0%0.01%
-8.3%
Q4 2013$596,000
+5.5%
7,474
-3.2%
0.01%
-7.7%
Q3 2013$565,000
-37.9%
7,721
-41.8%
0.01%
-40.9%
Q2 2013$910,00013,2560.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders