Barrett Asset 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
Barrett Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$3,532,000
-6.4%
14,854
+0.3%
0.15%
+4.2%
Q4 2021$3,772,000
+506.4%
14,804
+463.5%
0.14%
+389.7%
Q3 2021$622,000
+131.2%
2,627
+131.5%
0.03%
+141.7%
Q2 2021$269,000
+7.2%
1,1350.0%0.01%0.0%
Q1 2021$251,000
-42.3%
1,135
-50.0%
0.01%0.0%
Q4 2020$435,000
+117.5%
2,270
+100.0%
0.01%0.0%
Q3 2020$200,000
+7.5%
1,1350.0%0.01%0.0%
Q2 2020$186,000
+24.8%
1,1350.0%0.01%0.0%
Q1 2020$149,000
-69.3%
1,135
-59.6%
0.01%
-20.0%
Q4 2019$485,000
+106.4%
2,810
+100.0%
0.02%0.0%
Q3 2019$235,0000.0%1,4050.0%0.02%
-6.2%
Q2 2019$235,000
+4.0%
1,4050.0%0.02%
+6.7%
Q1 2019$226,000
+16.5%
1,4050.0%0.02%0.0%
Q4 2018$194,000
-16.0%
1,4050.0%0.02%0.0%
Q3 2018$231,000
-7.6%
1,405
-11.4%
0.02%
-11.8%
Q2 2018$250,000
+2.9%
1,585
+0.6%
0.02%0.0%
Q1 2018$243,000
-0.4%
1,5750.0%0.02%0.0%
Q4 2017$244,000
+15.1%
1,575
+9.0%
0.02%
+13.3%
Q3 2017$212,000
+2.9%
1,4450.0%0.02%
-6.2%
Q2 2017$206,000
+4.0%
1,445
+1.4%
0.02%0.0%
Q1 2017$198,000
+5.3%
1,4250.0%0.02%0.0%
Q4 2016$188,000
+224.1%
1,425
+216.7%
0.02%
+220.0%
Q3 2016$58,000
+3.6%
4500.0%0.01%0.0%
Q2 2016$56,000
+69.7%
450
+66.7%
0.01%
+66.7%
Q1 2016$33,000
+3.1%
2700.0%0.00%0.0%
Q4 2015$32,000
+77.8%
270
+80.0%
0.00%
+50.0%
Q3 2015$18,000
-5.3%
1500.0%0.00%0.0%
Q2 2015$19,000
-5.0%
1500.0%0.00%0.0%
Q1 2015$20,000
+5.3%
1500.0%0.00%
+100.0%
Q4 2014$19,000
+5.6%
1500.0%0.00%0.0%
Q3 2014$18,0000.0%1500.0%0.00%0.0%
Q2 2014$18,000
+5.9%
1500.0%0.00%0.0%
Q1 2014$17,0000.0%1500.0%0.00%
-50.0%
Q4 2013$17,000
+13.3%
1500.0%0.00%
+100.0%
Q3 2013$15,0001500.00%
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