AllSquare Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 889 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.35 and the average weighting 0.8%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,906
+11.5%
110
+10.0%
0.02%
+15.4%
Q2 2023$20,540
-2.6%
1000.0%0.01%
-7.1%
Q1 2023$21,092
+3.5%
1000.0%0.01%0.0%
Q4 2022$20,381
+7.3%
1000.0%0.01%0.0%
Q3 2022$19,000
-5.0%
1000.0%0.01%0.0%
Q2 2022$20,000
-16.7%
1000.0%0.01%0.0%
Q1 2022$24,000
-4.0%
1000.0%0.01%
-6.7%
Q4 2021$25,000
+4.2%
1000.0%0.02%
+7.1%
Q3 2021$24,0000.0%1000.0%0.01%0.0%
Q2 2021$24,000
+9.1%
1000.0%0.01%0.0%
Q1 2021$22,000
+4.8%
1000.0%0.01%0.0%
Q4 2020$21,000
+16.7%
1000.0%0.01%
+7.7%
Q3 2020$18,000
+12.5%
1000.0%0.01%
+8.3%
Q2 2020$16,000
+23.1%
1000.0%0.01%
+9.1%
Q1 2020$13,000
-27.8%
1000.0%0.01%
-15.4%
Q4 2019$18,000
+5.9%
1000.0%0.01%0.0%
Q3 2019$17,000
-50.0%
100
-50.7%
0.01%
-48.0%
Q2 2019$34,000
+112.5%
203
+103.0%
0.02%
+108.3%
Q1 2019$16,000
+14.3%
1000.0%0.01%0.0%
Q4 2018$14,000
-12.5%
1000.0%0.01%0.0%
Q3 2018$16,0000.0%1000.0%0.01%0.0%
Q2 2018$16,000
+6.7%
1000.0%0.01%0.0%
Q1 2018$15,0000.0%1000.0%0.01%0.0%
Q4 2017$15,0000.0%1000.0%0.01%0.0%
Q3 2017$15,000
+7.1%
1000.0%0.01%
-14.3%
Q2 2017$14,0000.0%1000.0%0.01%
+16.7%
Q1 2017$14,000
+7.7%
1000.0%0.01%0.0%
Q4 2016$13,0000.0%1000.0%0.01%
-7.7%
Q3 2016$13,000
+8.3%
1000.0%0.01%
+8.3%
Q2 2016$12,0000.0%1000.0%0.01%0.0%
Q1 2016$12,0000.0%1000.0%0.01%0.0%
Q4 2015$12,0000.0%1000.0%0.01%0.0%
Q3 2015$12,000
-7.7%
1000.0%0.01%0.0%
Q2 2015$13,0000.0%1000.0%0.01%0.0%
Q1 2015$13,000
+8.3%
1000.0%0.01%0.0%
Q4 2014$12,0001000.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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