Crestwood Advisors Group, LLC - 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
Crestwood Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,655,593
-5.8%
27,159
-0.4%
0.15%
-21.7%
Q2 2023$6,002,547
+5.6%
27,264
+1.2%
0.19%0.0%
Q1 2023$5,682,595
+2.5%
26,942
-0.9%
0.19%0.0%
Q4 2022$5,542,903
+9.9%
27,196
+1.4%
0.19%
+5.6%
Q3 2022$5,044,000
-5.3%
26,833
-0.8%
0.18%0.0%
Q2 2022$5,326,000
-16.2%
27,039
+1.1%
0.18%
+0.6%
Q1 2022$6,358,000
-7.5%
26,733
-0.9%
0.18%0.0%
Q4 2021$6,870,000
+5.7%
26,967
-1.7%
0.18%
-3.3%
Q3 2021$6,497,000
-0.3%
27,4430.0%0.18%
-2.1%
Q2 2021$6,514,000
+6.8%
27,443
-0.4%
0.19%
-2.1%
Q1 2021$6,101,000
+13.2%
27,562
+5.7%
0.19%
+7.9%
Q4 2020$5,391,000
+14.1%
26,073
-2.7%
0.18%
+0.6%
Q3 2020$4,723,000
+7.3%
26,794
-0.3%
0.18%
+0.6%
Q2 2020$4,403,000
+24.0%
26,863
-0.4%
0.18%0.0%
Q1 2020$3,550,000
-30.3%
26,965
-5.7%
0.18%
-12.9%
Q4 2019$5,095,000
+5.9%
28,594
-0.4%
0.20%
-4.7%
Q3 2019$4,811,000
+2.2%
28,704
+2.0%
0.21%
-0.5%
Q2 2019$4,706,000
+2162.5%
28,151
+1993.0%
0.21%
+1152.9%
Q4 2017$208,0001,3450.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders