Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,670,557
-53.2%
27,231
-50.5%
0.23%
-3.4%
Q2 2023$12,121,384
+209.5%
55,056
+196.5%
0.24%
+6.7%
Q1 2023$3,915,935
+2.7%
18,566
-0.7%
0.22%
+89.0%
Q4 2022$3,812,397
+162.4%
18,706
+142.0%
0.12%
-6.3%
Q3 2022$1,453,000
+6.9%
7,730
+12.0%
0.13%
+10.5%
Q2 2022$1,359,000
-14.0%
6,902
+3.8%
0.11%
+1.8%
Q1 2022$1,581,000
+12.2%
6,648
+20.2%
0.11%
+10.9%
Q4 2021$1,409,000
+26.9%
5,529
+18.0%
0.10%
+5.2%
Q3 2021$1,110,000
-0.3%
4,686
-0.1%
0.10%
-3.0%
Q2 2021$1,113,000
+0.5%
4,690
-6.2%
0.10%
-12.4%
Q1 2021$1,107,000
+7.1%
5,001
+0.0%
0.11%
-5.8%
Q4 2020$1,034,000
+6.6%
4,999
-9.2%
0.12%
-11.8%
Q3 2020$970,000
+10.6%
5,503
+2.8%
0.14%
-2.2%
Q2 2020$877,000
+16.2%
5,352
+2.9%
0.14%
-1.4%
Q1 2020$755,000
+61.7%
5,201
+98.7%
0.14%
+48.4%
Q4 2019$467,000
+36.5%
2,617
+28.1%
0.10%
+18.8%
Q3 2019$342,000
-10.7%
2,043
-10.7%
0.08%
-11.1%
Q2 2019$383,000
-2.3%
2,289
-3.5%
0.09%
-1.1%
Q1 2019$392,000
+10.1%
2,3730.0%0.09%0.0%
Q4 2018$356,000
-9.0%
2,3730.0%0.09%
-5.2%
Q3 2018$391,000
+7.7%
2,373
+3.0%
0.10%
-11.9%
Q2 2018$363,000
+7.4%
2,305
+5.2%
0.11%
-12.8%
Q1 2018$338,000
-25.1%
2,192
-24.8%
0.12%
-25.6%
Q4 2017$451,000
+153.4%
2,914
+140.8%
0.17%
+189.7%
Q3 2017$178,000
-10.6%
1,210
-13.4%
0.06%
+34.9%
Q2 2017$199,000
+2.1%
1,3970.0%0.04%
+4.9%
Q1 2017$195,000
-1.5%
1,397
-1.3%
0.04%
-4.7%
Q4 2016$198,000
+20.0%
1,415
+11.0%
0.04%
+2.4%
Q3 2016$165,000
+5.8%
1,275
+1.0%
0.04%
+2.4%
Q2 2016$156,000
-89.3%
1,262
-83.7%
0.04%
-67.5%
Q3 2011$1,453,0007,7300.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders