J.P. Morgan Private Wealth Advisors 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
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$98,586,513
-18.5%
473,427
-13.9%
0.28%
-55.1%
Q2 2023$121,002,771
-21.7%
549,613
-25.0%
0.63%
+91.5%
Q1 2023$154,464,098
+0.7%
732,335
-2.7%
0.33%
-4.1%
Q4 2022$153,323,613
+26.4%
752,287
+16.6%
0.34%
+7.9%
Q3 2022$121,297,000
-2.1%
645,268
+2.6%
0.32%0.0%
Q2 2022$123,921,000
-17.7%
629,137
-0.7%
0.32%
-2.8%
Q1 2022$150,628,000
-13.3%
633,316
-7.2%
0.33%
-12.8%
Q4 2021$173,813,000
+31.9%
682,235
+22.5%
0.37%
+16.1%
Q3 2021$131,821,000
+14.2%
556,770
+14.5%
0.32%
+7.7%
Q2 2021$115,419,000
+36.0%
486,283
+26.8%
0.30%
+8.7%
Q1 2021$84,896,000
+5.4%
383,557
-1.5%
0.28%
+5.4%
Q4 2020$80,525,000
+30.5%
389,444
+11.3%
0.26%
+8.3%
Q3 2020$61,699,000
+64.2%
350,047
+52.7%
0.24%
+40.9%
Q2 2020$37,576,000
+15.2%
229,248
-7.5%
0.17%
-7.6%
Q1 2020$32,625,000
-22.9%
247,813
+4.3%
0.18%
-3.6%
Q4 2019$42,319,000
+14.2%
237,509
+7.4%
0.19%
-0.5%
Q3 2019$37,056,000
+12.3%
221,099
+12.0%
0.19%
+6.6%
Q2 2019$33,010,000
+7.2%
197,478
+3.1%
0.18%
+12.4%
Q1 2019$30,804,000
+20.3%
191,629
+3.4%
0.16%
+3.2%
Q4 2018$25,601,000
-16.6%
185,274
-0.9%
0.16%
+4.0%
Q3 2018$30,707,000
+15.8%
187,026
+11.2%
0.15%
+0.7%
Q2 2018$26,526,000
+12.7%
168,264
+10.2%
0.15%
-6.3%
Q1 2018$23,538,000
-68.3%
152,636
-68.1%
0.16%
-67.4%
Q4 2017$74,170,000
+9.1%
479,198
+3.6%
0.49%
-0.2%
Q3 2017$67,966,000
+6.6%
462,355
+3.3%
0.49%
+1.0%
Q2 2017$63,769,000
+6.6%
447,437
+4.1%
0.48%
+4.5%
Q1 2017$59,824,000
+317.6%
429,639
+294.8%
0.46%
+270.4%
Q4 2016$14,324,000
+17.8%
108,819
+15.8%
0.12%
+10.6%
Q3 2016$12,160,000
+33.7%
93,936
+27.7%
0.11%
+28.4%
Q2 2016$9,094,000
+5.0%
73,566
+3.0%
0.09%
+6.0%
Q1 2016$8,660,000
+17.5%
71,437
+16.4%
0.08%
+9.2%
Q4 2015$7,369,000
+27.3%
61,354
+23.7%
0.08%
+4.1%
Q3 2015$5,787,000
+6.4%
49,601
+16.2%
0.07%
+17.7%
Q2 2015$5,440,000
-6.8%
42,685
-3.0%
0.06%
-7.5%
Q1 2015$5,838,000
+9.9%
44,000
+2.3%
0.07%
+6.3%
Q4 2014$5,314,000
-30.3%
43,010
-33.8%
0.06%
-35.7%
Q3 2014$7,622,000
-1.8%
64,970
-0.7%
0.10%
-25.2%
Q2 2014$7,764,000
+0.9%
65,427
-3.4%
0.13%
-7.1%
Q1 2014$7,693,000
+58.9%
67,727
+53.9%
0.14%
+45.4%
Q4 2013$4,842,000
+77.9%
44,009
+65.8%
0.10%
+56.5%
Q3 2013$2,721,000
+8.0%
26,548
+0.2%
0.06%0.0%
Q2 2013$2,520,00026,4840.06%
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