HighTower 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
HighTower Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$135,377,000
+3.3%
650,459
+9.2%
0.25%
-1.6%
Q2 2023$131,080,000
+62.8%
595,459
+56.0%
0.26%
+46.6%
Q1 2023$80,495,000
-4.6%
381,707
-7.9%
0.18%
-8.8%
Q4 2022$84,394,000
+33.3%
414,316
+23.1%
0.19%
+13.5%
Q3 2022$63,328,000
+1.9%
336,682
+6.7%
0.17%
+5.6%
Q2 2022$62,172,000
-16.1%
315,571
+1.3%
0.16%
-2.4%
Q1 2022$74,104,000
+4.5%
311,566
+11.9%
0.16%
+6.5%
Q4 2021$70,942,000
+38.7%
278,356
+28.8%
0.16%
+13.1%
Q3 2021$51,151,000
+6.1%
216,062
+6.3%
0.14%
-2.1%
Q2 2021$48,222,000
-11.0%
203,215
-17.0%
0.14%
-18.1%
Q1 2021$54,165,000
+64.1%
244,724
+30.7%
0.17%
+7.5%
Q3 2020$32,999,000
+7.7%
187,209
+0.2%
0.16%
-4.8%
Q2 2020$30,627,000
+46.3%
186,875
+17.5%
0.17%
+22.8%
Q1 2020$20,934,000
-22.4%
159,068
+5.0%
0.14%
-14.5%
Q4 2019$26,989,000
+15.1%
151,462
+8.4%
0.16%
+24.2%
Q3 2019$23,440,000
+7.3%
139,700
+7.1%
0.13%
-1.5%
Q2 2019$21,846,000
+2.3%
130,491
-1.7%
0.13%
-9.1%
Q1 2019$21,348,000
+17.7%
132,798
+1.2%
0.14%
+2.9%
Q4 2018$18,130,000
-12.4%
131,239
+4.1%
0.14%
-6.7%
Q3 2018$20,693,000
+12.1%
126,068
+7.7%
0.15%
+2.8%
Q2 2018$18,460,000
+8.7%
117,087
+6.4%
0.14%
+2.1%
Q1 2018$16,980,000
+15.3%
110,041
+15.8%
0.14%
+17.4%
Q4 2017$14,721,000
+22.9%
95,022
+16.4%
0.12%
+18.6%
Q3 2017$11,977,000
-3.9%
81,623
-6.7%
0.10%
-8.9%
Q2 2017$12,467,000
+38.5%
87,472
+35.2%
0.11%
+30.2%
Q1 2017$8,999,000
+65.0%
64,682
+56.0%
0.09%
+45.8%
Q4 2016$5,454,000
+77.9%
41,455
+75.1%
0.06%
+63.9%
Q3 2016$3,065,000
+49.1%
23,672
+42.0%
0.04%
+38.5%
Q2 2016$2,055,000
+18.1%
16,670
+15.7%
0.03%
+333.3%
Q1 2016$1,740,000
-56.6%
14,412
-56.8%
0.01%
-87.5%
Q4 2015$4,011,000
+14.7%
33,368
+11.3%
0.05%
+4.3%
Q3 2015$3,496,000
+67.1%
29,974
+83.6%
0.05%
+35.3%
Q2 2015$2,092,000
+11.9%
16,323
+15.8%
0.03%
+21.4%
Q1 2015$1,870,000
+27.4%
14,092
+18.6%
0.03%
+27.3%
Q4 2014$1,468,000
+26.1%
11,878
+19.7%
0.02%
+10.0%
Q3 2014$1,164,000
+5.6%
9,924
+6.8%
0.02%
+5.3%
Q2 2014$1,102,000
+23.7%
9,289
+18.4%
0.02%
+11.8%
Q1 2014$891,000
+40.5%
7,846
+36.2%
0.02%
+30.8%
Q4 2013$634,000
+153.6%
5,760
+136.3%
0.01%
+116.7%
Q3 2013$250,0002,4380.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders