Birch Hill Investment Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
Birch Hill Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$840,873
-5.4%
4,0380.0%0.05%
-2.0%
Q2 2023$889,006
+4.4%
4,0380.0%0.05%
-3.8%
Q1 2023$851,695
+3.5%
4,0380.0%0.05%
+1.9%
Q4 2022$822,985
+8.4%
4,0380.0%0.05%
+2.0%
Q3 2022$759,000
-5.2%
4,038
-0.8%
0.05%
+2.0%
Q2 2022$801,000
-17.3%
4,0690.0%0.05%
-3.8%
Q1 2022$968,000
-6.9%
4,069
-0.4%
0.05%
+2.0%
Q4 2021$1,040,000
+16.5%
4,084
+8.3%
0.05%
+6.2%
Q3 2021$893,000
+1.5%
3,772
+1.8%
0.05%
+2.1%
Q2 2021$880,000
+7.3%
3,7060.0%0.05%0.0%
Q1 2021$820,000
+7.0%
3,7060.0%0.05%
+2.2%
Q4 2020$766,000
+17.7%
3,706
+0.3%
0.05%
+7.0%
Q3 2020$651,000
+2.8%
3,696
-4.3%
0.04%
-6.5%
Q2 2020$633,000
+24.6%
3,8610.0%0.05%
+2.2%
Q1 2020$508,000
-26.2%
3,8610.0%0.04%0.0%
Q4 2019$688,000
+6.3%
3,8610.0%0.04%
-4.3%
Q3 2019$647,000
-11.5%
3,861
-11.7%
0.05%
-13.0%
Q2 2019$731,000
+4.0%
4,3730.0%0.05%0.0%
Q1 2019$703,000
+25.3%
4,373
+7.7%
0.05%
+10.2%
Q4 2018$561,000
-15.9%
4,0620.0%0.05%0.0%
Q3 2018$667,000
+19.1%
4,062
+14.4%
0.05%
+11.4%
Q2 2018$560,000
+2.4%
3,5500.0%0.04%
-2.2%
Q1 2018$547,000
-0.4%
3,5500.0%0.04%0.0%
Q4 2017$549,000
+6.4%
3,550
+1.1%
0.04%0.0%
Q3 2017$516,000
+3.2%
3,5100.0%0.04%
+2.3%
Q2 2017$500,000
+7.3%
3,510
+4.8%
0.04%
+10.0%
Q1 2017$466,000
+8.1%
3,350
+2.3%
0.04%
+2.6%
Q4 2016$431,000
-8.1%
3,275
-9.6%
0.04%
-11.4%
Q3 2016$469,000
+4.7%
3,6230.0%0.04%0.0%
Q2 2016$448,000
+2.1%
3,6230.0%0.04%
-4.3%
Q1 2016$439,000
+0.9%
3,6230.0%0.05%
+2.2%
Q4 2015$435,000
+2.8%
3,6230.0%0.04%
-2.2%
Q3 2015$423,000
-16.6%
3,623
-8.9%
0.05%
-11.5%
Q2 2015$507,000
+19.6%
3,975
+24.4%
0.05%
+20.9%
Q1 2015$424,000
+14.3%
3,195
+6.5%
0.04%
+13.2%
Q4 2014$371,000
+5.4%
3,0000.0%0.04%
+2.7%
Q3 2014$352,000
-1.1%
3,0000.0%0.04%0.0%
Q2 2014$356,000
+4.4%
3,0000.0%0.04%0.0%
Q1 2014$341,000
+3.3%
3,0000.0%0.04%
+5.7%
Q4 2013$330,0003,0000.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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