Joel Isaacson & Co., 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
Joel Isaacson & Co., LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$66,486,726
-4.0%
319,279
+1.5%
4.55%
-1.9%
Q2 2023$69,272,610
+7.1%
314,647
+2.6%
4.64%
-0.2%
Q1 2023$64,675,563
+5.0%
306,636
+1.4%
4.65%
-2.0%
Q4 2022$61,608,147
+9.7%
302,282
+1.2%
4.74%
-2.2%
Q3 2022$56,154,000
-4.7%
298,722
-0.2%
4.85%
-2.0%
Q2 2022$58,935,000
-16.6%
299,207
-1.8%
4.95%
-4.8%
Q1 2022$70,685,000
-7.0%
304,793
+2.2%
5.20%
-0.3%
Q4 2021$75,997,000
+8.5%
298,296
+0.8%
5.22%
-1.3%
Q3 2021$70,043,000
+0.6%
295,838
+0.8%
5.29%
-2.3%
Q2 2021$69,632,000
+8.2%
293,374
+0.9%
5.42%
-4.0%
Q1 2021$64,375,000
+15.7%
290,841
+8.0%
5.64%
+3.6%
Q4 2020$55,662,000
+18.6%
269,200
+1.1%
5.45%
-10.7%
Q3 2020$46,929,000
+8.2%
266,248
+0.7%
6.10%
-1.2%
Q2 2020$43,357,000
+26.5%
264,514
+1.6%
6.17%
+3.5%
Q1 2020$34,263,000
-25.2%
260,256
+1.2%
5.96%
-0.9%
Q4 2019$45,818,000
+8.5%
257,147
+2.0%
6.02%
-0.0%
Q3 2019$42,241,000
+0.3%
252,036
+0.1%
6.02%
-1.8%
Q2 2019$42,094,000
+7.0%
251,817
+2.9%
6.13%
+6.7%
Q1 2019$39,355,000
+11.3%
244,821
+0.5%
5.74%
+2.5%
Q4 2018$35,365,000
-8.8%
243,613
+3.2%
5.60%
-8.1%
Q3 2018$38,772,000
+6.8%
236,139
+2.6%
6.10%
+0.3%
Q2 2018$36,294,000
+3.8%
230,234
+1.6%
6.08%
-0.3%
Q1 2018$34,956,000
+0.4%
226,680
+0.7%
6.10%
+0.9%
Q4 2017$34,831,000
+5.4%
225,034
+0.1%
6.04%
-0.1%
Q3 2017$33,058,000
+1.6%
224,886
-1.5%
6.05%
-1.7%
Q2 2017$32,532,000
+5.3%
228,261
+2.8%
6.15%
+1.4%
Q1 2017$30,904,000
+8.1%
221,950
+2.2%
6.06%
+5.4%
Q4 2016$28,596,000
+2.5%
217,247
+0.8%
5.75%
+0.4%
Q3 2016$27,905,000
+8.4%
215,579
+3.5%
5.73%
+4.6%
Q2 2016$25,742,000
-1.5%
208,215
-3.4%
5.48%
-5.1%
Q1 2016$26,142,000
+5.3%
215,641
+4.3%
5.77%
-5.3%
Q4 2015$24,823,000
+19.9%
206,670
+16.5%
6.10%
+10.3%
Q3 2015$20,704,000
+16.1%
177,462
+26.8%
5.53%
+20.9%
Q2 2015$17,835,000
+17.0%
139,960
+21.8%
4.57%
+18.9%
Q1 2015$15,248,000
+17.1%
114,904
+9.0%
3.84%
+9.8%
Q4 2014$13,020,000
+45.4%
105,377
+38.1%
3.50%
+27.9%
Q3 2014$8,952,000
+13.7%
76,311
+15.0%
2.74%
+11.0%
Q2 2014$7,875,000
+10.0%
66,364
+5.3%
2.46%
+2.7%
Q1 2014$7,156,000
+21.7%
63,004
+17.9%
2.40%
+12.5%
Q4 2013$5,878,000
+26.5%
53,427
+17.9%
2.13%
+12.5%
Q3 2013$4,645,000
+69.5%
45,322
+57.4%
1.90%
+47.2%
Q2 2013$2,740,000
+42.3%
28,801
+38.9%
1.29%
+32.1%
Q1 2013$1,926,000
+34.8%
20,736
+19.7%
0.98%
+4.8%
Q4 2012$1,429,00017,3300.93%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders