PATHSTONE FAMILY OFFICE, 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
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$123,456,781
+100.7%
592,998
+109.8%
0.94%
+2.5%
Q2 2023$61,508,537
+1.3%
282,622
-1.9%
0.92%
-6.8%
Q1 2023$60,744,188
-41.3%
288,190
-50.4%
0.98%
+11.7%
Q4 2022$103,540,018
-8.2%
581,138
-3.0%
0.88%
-13.4%
Q3 2022$112,847,642
+85.5%
599,114
+94.0%
1.02%
-24.0%
Q2 2022$60,832,080
-17.6%
308,822
-0.4%
1.34%
-22.2%
Q1 2022$73,832,000
-4.9%
310,073
+2.6%
1.72%
-11.0%
Q4 2021$77,622,000
+5.7%
302,084
-2.6%
1.94%
-9.8%
Q3 2021$73,435,000
-0.0%
310,163
+0.2%
2.14%
-2.6%
Q2 2021$73,460,000
+7.6%
309,497
+0.3%
2.20%
-4.5%
Q1 2021$68,301,000
+5.5%
308,577
-1.4%
2.31%
-13.2%
Q4 2020$64,735,000
+777.6%
313,079
+648.1%
2.66%
+231.4%
Q3 2020$7,376,000
+7.5%
41,8490.0%0.80%
-1.4%
Q2 2020$6,859,000
+23.9%
41,849
-0.4%
0.81%
+3.4%
Q1 2020$5,534,000
+1561.9%
42,036
+22379.1%
0.79%
+19550.0%
Q4 2019$333,000
+974.2%
1870.0%0.00%0.0%
Q3 2019$31,0000.0%1870.0%0.00%0.0%
Q2 2019$31,000
-6.1%
187
-6.0%
0.00%
-60.0%
Q3 2018$33,000
+371.4%
199
+231.7%
0.01%
-50.0%
Q2 2014$7,000
-22.2%
60
-25.0%
0.02%
-13.0%
Q1 2014$9,0000.0%800.0%0.02%
+15.0%
Q4 2013$9,000800.02%
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