FineMark National Bank & Trust - 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
FineMark National Bank & Trust ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$701,352
+1.1%
3,368
+6.9%
0.03%
+6.9%
Q2 2023$693,724
+103.8%
3,151
+95.2%
0.03%
+93.3%
Q1 2023$340,424
+3.2%
1,614
-0.3%
0.02%0.0%
Q4 2022$329,968
-23.4%
1,619
-29.3%
0.02%
-28.6%
Q3 2022$431,000
-4.4%
2,291
+0.1%
0.02%
+5.0%
Q2 2022$451,000
-17.9%
2,289
-0.9%
0.02%
-9.1%
Q1 2022$549,000
-32.0%
2,310
-27.0%
0.02%
-29.0%
Q4 2021$807,000
-25.7%
3,166
-31.0%
0.03%
-32.6%
Q3 2021$1,086,000
+2.9%
4,589
+3.3%
0.05%
+7.0%
Q2 2021$1,055,000
+29.6%
4,444
+20.9%
0.04%
+26.5%
Q1 2021$814,000
+7.4%
3,677
+0.3%
0.03%0.0%
Q4 2020$758,000
+17.3%
3,6650.0%0.03%
+9.7%
Q3 2020$646,000
+17.5%
3,665
+9.3%
0.03%
+3.3%
Q2 2020$550,000
+29.1%
3,353
+3.7%
0.03%
+11.1%
Q1 2020$426,000
-26.0%
3,2330.0%0.03%
-6.9%
Q4 2019$576,000
+6.3%
3,2330.0%0.03%0.0%
Q3 2019$542,000
+34.8%
3,233
+34.5%
0.03%
+31.8%
Q2 2019$402,000
-18.6%
2,404
-21.7%
0.02%
-24.1%
Q1 2019$494,000
+13.0%
3,070
-2.9%
0.03%
-3.3%
Q4 2018$437,000
-74.4%
3,161
-69.7%
0.03%
-71.2%
Q3 2018$1,710,000
+343.0%
10,416
+325.8%
0.10%
+352.2%
Q2 2018$386,000
+2.4%
2,4460.0%0.02%
-4.2%
Q1 2018$377,000
-16.8%
2,446
-16.3%
0.02%
-17.2%
Q4 2017$453,000
+274.4%
2,924
+219.2%
0.03%
+190.0%
Q4 2016$121,000
+5950.0%
916
+5625.0%
0.01%
Q3 2016$2,0000.0%160.0%0.00%
Q2 2016$2,000
-77.8%
16
-78.9%
0.00%
-100.0%
Q1 2016$9,0000.0%760.0%0.00%0.0%
Q4 2015$9,000
+350.0%
76
+375.0%
0.00%
Q3 2015$2,000
-98.8%
16
-98.8%
0.00%
-100.0%
Q2 2015$168,000
+8300.0%
1,316
+8125.0%
0.02%
Q1 2015$2,0000.0%160.0%0.00%
Q4 2014$2,0000.0%160.0%0.00%
Q3 2014$2,0000.0%160.0%0.00%
Q2 2014$2,0000.0%160.0%0.00%
Q1 2014$2,0000.0%160.0%0.00%
Q4 2013$2,0000.0%160.0%0.00%
Q3 2013$2,0000.0%160.0%0.00%
-100.0%
Q2 2013$2,000160.00%
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