Montecito Bank & Trust - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$1,086,429
+12.3%
4,670
+0.5%
0.23%
+3.1%
Q3 2023$967,691
+27.7%
4,647
+35.0%
0.23%
+32.0%
Q2 2023$758,011
+10.7%
3,443
+6.1%
0.17%
+5.5%
Q1 2023$684,435
+102977.6%
3,245
-0.4%
0.16%
+1.2%
Q4 2022$664
-99.9%
3,257
-1.6%
0.16%
-0.6%
Q3 2022$622,000
-9.2%
3,311
-4.8%
0.16%
-0.6%
Q2 2022$685,000
-12.7%
3,479
+5.4%
0.16%
+10.9%
Q1 2022$785,000
-2.8%
3,302
+4.1%
0.15%
+2.8%
Q4 2021$808,000
+15.6%
3,172
+7.5%
0.14%
+5.1%
Q3 2021$699,000
+14.6%
2,952
+14.8%
0.14%
+16.2%
Q2 2021$610,000
+29.2%
2,571
+20.5%
0.12%
+19.4%
Q1 2021$472,000
-27.3%
2,134
-31.9%
0.10%
-31.0%
Q4 2020$649,000
+14.5%
3,135
-2.5%
0.14%
-1.4%
Q3 2020$567,000
+9.9%
3,216
+2.2%
0.14%
+1.4%
Q2 2020$516,000
+7.9%
3,146
-13.3%
0.14%
-9.6%
Q1 2020$478,000
-15.4%
3,627
+14.5%
0.16%
+3.3%
Q4 2019$565,000
-3.6%
3,169
-9.3%
0.15%
-12.6%
Q3 2019$586,000
-4.6%
3,494
-5.0%
0.17%
-5.9%
Q2 2019$614,000
+2.5%
3,676
-1.3%
0.18%
+1.1%
Q1 2019$599,000
+19.6%
3,726
+2.8%
0.18%
+5.8%
Q4 2018$501,000
-0.4%
3,626
+18.4%
0.17%
+15.3%
Q3 2018$503,000
+4.1%
3,0630.0%0.15%
-3.2%
Q2 2018$483,000
-21.3%
3,063
-23.1%
0.16%
-22.9%
Q1 2018$614,000
+42.5%
3,981
+42.8%
0.20%
+74.8%
Q4 2017$431,000
+5.4%
2,7880.0%0.12%
-19.0%
Q3 2017$409,000
+0.7%
2,788
-2.1%
0.14%
-2.7%
Q2 2017$406,000
-67.4%
2,848
-68.2%
0.15%
-67.9%
Q1 2017$1,246,000
+5.9%
8,9480.0%0.46%
+10.7%
Q4 2016$1,177,000
-29.9%
8,948
-31.0%
0.41%
-40.4%
Q3 2016$1,679,000
+7.4%
12,970
+2.6%
0.69%
+4.5%
Q2 2016$1,563,000
-14.9%
12,640
-16.6%
0.66%
-20.0%
Q1 2016$1,837,000
+0.9%
15,155
+0.0%
0.82%
-3.8%
Q4 2015$1,820,000
+6.5%
15,152
+3.4%
0.86%
-9.0%
Q3 2015$1,709,000
-48.5%
14,652
-41.4%
0.94%
-42.8%
Q2 2015$3,320,0000.0%25,0180.0%1.65%0.0%
Q1 2015$3,320,000
+14.1%
25,018
+6.3%
1.65%
+7.7%
Q4 2014$2,909,000
+31.1%
23,544
+24.5%
1.53%
+13.7%
Q3 2014$2,219,000
-7.3%
18,912
-6.2%
1.35%
-6.9%
Q2 2014$2,393,000
+25.1%
20,162
+19.7%
1.45%
+20.0%
Q1 2014$1,913,000
+7.6%
16,843
+4.2%
1.20%
+8.7%
Q4 2013$1,778,000
+13.2%
16,160
+5.5%
1.11%
+5.9%
Q3 2013$1,570,000
+9.3%
15,323
+1.5%
1.05%
+8.2%
Q2 2013$1,436,00015,0970.97%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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