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

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 525 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,017,677
-4.2%
35,008
-0.6%
0.01%
-48.1%
Q2 2023$5,239,684
+1.6%
35,206
-4.3%
0.03%
+145.5%
Q1 2023$5,158,659
-9.6%
36,795
-14.3%
0.01%
-15.4%
Q4 2022$5,703,680
+2.1%
42,930
-2.4%
0.01%
-13.3%
Q3 2022$5,589,000
-2.8%
43,968
+0.3%
0.02%0.0%
Q2 2022$5,749,000
-21.4%
43,850
-0.7%
0.02%
-6.2%
Q1 2022$7,315,000
-11.1%
44,155
-1.9%
0.02%
-11.1%
Q4 2021$8,231,000
+2.3%
45,015
+2.1%
0.02%
-10.0%
Q3 2021$8,043,000
-1.3%
44,105
+2.1%
0.02%
-4.8%
Q2 2021$8,149,000
+20.4%
43,208
+13.0%
0.02%
-4.5%
Q1 2021$6,767,000
+7.1%
38,251
-0.3%
0.02%
+10.0%
Q4 2020$6,317,000
+22.3%
38,358
-3.7%
0.02%0.0%
Q3 2020$5,166,000
+31.1%
39,828
+19.6%
0.02%
+11.1%
Q2 2020$3,940,000
+0.8%
33,295
-22.8%
0.02%
-18.2%
Q1 2020$3,907,000
-22.7%
43,147
+7.5%
0.02%
-4.3%
Q4 2019$5,057,000
+2.3%
40,141
-5.5%
0.02%
-11.5%
Q3 2019$4,941,000
-0.9%
42,471
+1.0%
0.03%
-3.7%
Q2 2019$4,984,000
-4.4%
42,034
-6.9%
0.03%0.0%
Q1 2019$5,213,000
+24.6%
45,153
+7.7%
0.03%
+8.0%
Q4 2018$4,183,000
+1.6%
41,912
+24.8%
0.02%
+25.0%
Q3 2018$4,118,000
+2.3%
33,583
-1.7%
0.02%
-13.0%
Q2 2018$4,027,000
+7.6%
34,178
+1.8%
0.02%
-8.0%
Q1 2018$3,744,000
-10.8%
33,565
-10.7%
0.02%
-10.7%
Q4 2017$4,199,000
+5.7%
37,590
+1.4%
0.03%
-3.4%
Q3 2017$3,973,000
-16.1%
37,083
-19.9%
0.03%
-19.4%
Q2 2017$4,733,000
-0.3%
46,275
-2.6%
0.04%
-2.7%
Q1 2017$4,747,000
-11.7%
47,522
-15.2%
0.04%
-21.3%
Q4 2016$5,377,000
+45.5%
56,068
+38.5%
0.05%
+38.2%
Q3 2016$3,695,000
+45.9%
40,484
+36.6%
0.03%
+36.0%
Q2 2016$2,532,000
+52.0%
29,636
+47.3%
0.02%
+56.2%
Q1 2016$1,666,000
+68.3%
20,125
+70.4%
0.02%
+60.0%
Q4 2015$990,000
+62.8%
11,811
+58.6%
0.01%
+25.0%
Q3 2015$608,000
+14.3%
7,446
+28.8%
0.01%
+33.3%
Q2 2015$532,000
-6.8%
5,780
-6.5%
0.01%
-14.3%
Q1 2015$571,0006,1800.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 148,089$27,928,00017.26%
Freedman Financial Associates, Inc. 119,875$21,860,00015.97%
Standard Family Office LLC 275,727$50,282,00014.59%
Tower Wealth Partners, Inc. 70,195$12,801,00013.50%
Bridgeworth, LLC 257,823$47,017,00013.20%
Gleason Group, Inc. 184,298$33,609,00012.14%
CABANA LLC 14,261$2,744,0009.78%
Van Cleef Asset Management,Inc 331,112$60,382,0009.09%
FC Advisory LLC 111,317$20,300,0009.06%
Applied Capital LLC 54,899$10,011,0008.76%
View complete list of VANGUARD INDEX FDS shareholders