AllSquare Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 612 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,743
+3.2%
610.0%0.01%0.0%
Q2 2023$8,476
-0.9%
610.0%0.01%0.0%
Q1 2023$8,552
+5.5%
610.0%0.01%0.0%
Q4 2022$8,104
+1.3%
610.0%0.01%0.0%
Q3 2022$8,0000.0%610.0%0.01%
+20.0%
Q2 2022$8,000
-20.0%
610.0%0.01%
-16.7%
Q1 2022$10,000
-44.4%
61
-36.5%
0.01%
-40.0%
Q4 2021$18,0000.0%960.0%0.01%
-9.1%
Q3 2021$18,0000.0%960.0%0.01%0.0%
Q2 2021$18,000
+5.9%
960.0%0.01%0.0%
Q1 2021$17,000
+6.2%
960.0%0.01%0.0%
Q4 2020$16,000
+33.3%
960.0%0.01%
+22.2%
Q3 2020$12,000
+9.1%
960.0%0.01%
+12.5%
Q2 2020$11,000
+22.2%
960.0%0.01%0.0%
Q1 2020$9,000
-25.0%
960.0%0.01%0.0%
Q4 2019$12,000
+9.1%
960.0%0.01%0.0%
Q3 2019$11,0000.0%960.0%0.01%0.0%
Q2 2019$11,0000.0%960.0%0.01%0.0%
Q1 2019$11,000
+10.0%
960.0%0.01%0.0%
Q4 2018$10,000
-16.7%
960.0%0.01%
-11.1%
Q3 2018$12,000
+9.1%
960.0%0.01%
+12.5%
Q2 2018$11,000960.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 149,880$27,407,00015.78%
Freedman Financial Associates, Inc. 122,791$22,454,00015.34%
Tower Wealth Partners, Inc. 74,003$13,532,00013.71%
CWS Financial Advisors, LLC 209,161$38,247,00013.48%
SWM Advisors 170,400$28,914,00012.65%
Gleason Group, Inc. 196,416$35,917,00011.72%
Bridgeworth, LLC 264,525$48,371,00010.68%
Engrave Wealth Partners LLC 165,971$30,349,0008.76%
FC Advisory LLC 113,713$20,793,0008.69%
MAYPORT, LLC 63,233$11,563,0008.60%
View complete list of VANGUARD INDEX FDS shareholders