HoyleCohen, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 770 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 2.56 and the average weighting 0.8%.

Quarter-by-quarter ownership
HoyleCohen, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,270,521
-7.8%
34,914
-2.5%
0.67%
-3.0%
Q2 2023$7,882,207
+9.4%
35,802
+4.8%
0.70%
+3.4%
Q1 2023$7,203,175
+27.0%
34,151
+22.7%
0.67%
+18.9%
Q4 2022$5,672,524
+17.1%
27,832
+8.0%
0.56%
+6.6%
Q3 2022$4,845,000
+7.9%
25,773
+13.0%
0.53%
+13.2%
Q2 2022$4,491,000
-27.3%
22,800
-12.3%
0.47%
-11.5%
Q1 2022$6,180,000
-8.0%
25,984
-1.4%
0.53%
-5.4%
Q4 2021$6,717,000
+17.0%
26,364
+8.7%
0.56%
+2.6%
Q3 2021$5,741,000
+16.2%
24,249
+16.5%
0.54%
+41.9%
Q2 2021$4,939,000
+3.3%
20,808
-3.7%
0.38%
-21.0%
Q1 2021$4,781,000
+25.1%
21,600
+16.8%
0.49%
+10.2%
Q4 2020$3,823,000
+32.4%
18,488
+12.8%
0.44%
+3.8%
Q3 2020$2,888,000
+6.1%
16,384
-1.4%
0.42%
-6.6%
Q2 2020$2,723,000
+31.5%
16,611
+5.6%
0.46%
+10.2%
Q1 2020$2,071,000
+37.7%
15,731
+86.3%
0.41%
+72.8%
Q4 2019$1,504,000
+12.7%
8,442
+6.0%
0.24%
+4.8%
Q3 2019$1,335,000
+45.4%
7,963
+45.0%
0.23%
+43.4%
Q2 2019$918,000
+45.9%
5,492
+40.3%
0.16%
+43.2%
Q1 2019$629,000
+55.3%
3,914
+33.5%
0.11%
+33.7%
Q4 2018$405,000
-42.4%
2,931
-31.6%
0.08%
-37.6%
Q3 2018$703,000
+16.2%
4,283
+11.7%
0.13%
+9.0%
Q2 2018$605,0003,8350.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders