Evercore Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,528,034
-24.2%
12,140
-19.8%
0.05%
-23.0%
Q2 2023$3,333,222
+4.4%
15,1400.0%0.06%
-4.7%
Q1 2023$3,193,329
-5.8%
15,140
-9.0%
0.06%
-9.9%
Q4 2022$3,390,379
+10.5%
16,635
+1.9%
0.07%
+2.9%
Q3 2022$3,068,000
-5.2%
16,322
-0.6%
0.07%
+1.5%
Q2 2022$3,236,000
-16.6%
16,427
+0.6%
0.07%
-1.4%
Q1 2022$3,882,000
-6.6%
16,3220.0%0.07%
+1.5%
Q4 2021$4,158,000
+7.6%
16,3220.0%0.07%
-2.9%
Q3 2021$3,864,000
-0.3%
16,3220.0%0.07%
-1.4%
Q2 2021$3,874,000
-8.6%
16,322
-14.8%
0.07%
-15.5%
Q1 2021$4,240,000
+7.0%
19,1560.0%0.08%
-1.2%
Q4 2020$3,961,000
+13.3%
19,156
-3.4%
0.08%
-1.2%
Q3 2020$3,496,000
+4.9%
19,835
-2.5%
0.09%
-3.4%
Q2 2020$3,334,000
+30.2%
20,342
+4.6%
0.09%
+6.0%
Q1 2020$2,560,000
-26.2%
19,442
-0.1%
0.08%
-9.7%
Q4 2019$3,467,000
+6.1%
19,456
-0.2%
0.09%
-3.1%
Q3 2019$3,267,000
-0.8%
19,491
-1.1%
0.10%
-4.0%
Q2 2019$3,294,000
+4.2%
19,707
+0.2%
0.10%
-2.0%
Q1 2019$3,161,000
+15.8%
19,662
-0.5%
0.10%
-1.0%
Q4 2018$2,729,000
-17.7%
19,751
-2.2%
0.10%
-2.8%
Q3 2018$3,317,000
+3.7%
20,205
-0.5%
0.11%
-2.8%
Q2 2018$3,200,000
+2.0%
20,301
-0.2%
0.11%
-9.2%
Q1 2018$3,137,000
-0.7%
20,340
-0.3%
0.12%
+2.6%
Q4 2017$3,158,000
-6.3%
20,400
-11.0%
0.12%
-10.7%
Q3 2017$3,369,000
+3.2%
22,9150.0%0.13%
+4.0%
Q2 2017$3,266,000
+2.3%
22,915
-0.0%
0.13%
+0.8%
Q1 2017$3,192,000
+3.3%
22,922
-2.4%
0.12%
-2.3%
Q4 2016$3,091,000
+1.3%
23,484
-0.3%
0.13%
+1.6%
Q3 2016$3,050,000
+4.5%
23,564
-0.1%
0.13%
-2.3%
Q2 2016$2,918,000
+445.4%
23,599
+435.1%
0.13%
+437.5%
Q1 2016$535,000
-16.5%
4,410
-17.4%
0.02%
-20.0%
Q4 2015$641,000
+1.4%
5,340
-1.5%
0.03%0.0%
Q3 2015$632,000
-8.3%
5,4190.0%0.03%
-3.2%
Q2 2015$689,000
+9.0%
5,419
+13.7%
0.03%
+6.9%
Q1 2015$632,000
-20.8%
4,764
-29.9%
0.03%
-27.5%
Q3 2014$798,000
+75.8%
6,795
+77.6%
0.04%
+73.9%
Q2 2014$454,000
+41.4%
3,825
+35.4%
0.02%
+27.8%
Q1 2014$321,000
+1.6%
2,825
-1.7%
0.02%
+5.9%
Q4 2013$316,000
+7.1%
2,8750.0%0.02%0.0%
Q3 2013$295,000
+18.0%
2,875
+9.5%
0.02%
+21.4%
Q2 2013$250,0002,6250.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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