Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 682 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$270,587
-48.4%
1,888
-46.5%
0.01%
+10.0%
Q2 2023$524,694
+113.4%
3,526
+101.0%
0.01%
-28.6%
Q1 2023$245,875
+2.8%
1,754
-2.5%
0.01%
+100.0%
Q4 2022$239,065
-47.3%
1,799
-49.6%
0.01%
-82.1%
Q3 2022$454,000
-13.7%
3,572
-11.0%
0.04%
-11.4%
Q2 2022$526,000
-50.9%
4,014
-38.0%
0.04%
-42.1%
Q1 2022$1,072,000
+50.1%
6,471
+65.7%
0.08%
+49.0%
Q4 2021$714,000
+76.3%
3,906
+75.6%
0.05%
+45.7%
Q3 2021$405,000
+8.3%
2,224
+12.0%
0.04%
+6.1%
Q2 2021$374,000
+25.9%
1,985
+18.3%
0.03%
+10.0%
Q1 2021$297,000
+81.1%
1,678
+69.0%
0.03%
+57.9%
Q4 2020$164,000
+19.7%
993
-18.8%
0.02%
-62.7%
Q4 2017$137,000
+21.2%
1,223
+11.0%
0.05%
+104.0%
Q2 2017$113,000
+2.7%
1,1020.0%0.02%
+8.7%
Q1 2017$110,000
-75.8%
1,102
-69.1%
0.02%
-41.0%
Q3 2011$454,0003,5720.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 108,127$8,904,0009.22%
Van Cleef Asset Management,Inc 224,236$19,056,0008.34%
New England Private Wealth Advisors LLC 216,235$18,381,0007.72%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 259,712$22,070,0004.26%
GOULD ASSET MANAGEMENT LLC /CA/ 82,764$7,033,0003.73%
VICUS CAPITAL 116,953$9,939,0003.37%
Focused Wealth Management, Inc 44,618$3,792,0003.17%
WEST CHESTER CAPITAL ADVISORS, INC 34,142$2,901,0002.91%
FCG ADVISORS, LLC 46,422$3,945,0002.80%
COLDSTREAM CAPITAL MANAGEMENT INC 99,479$8,454,0002.74%
View complete list of VANGUARD INDEX FDS shareholders