AllSquare Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 748 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$10,296
-3.7%
610.0%0.01%0.0%
Q1 2024$10,691
+6.6%
610.0%0.01%0.0%
Q4 2023$10,030
+14.7%
610.0%0.01%0.0%
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 Q2 2024
NameSharesValueWeighting ↓
OIKOS HOLDINGS LLC 414,100$61,630,50324.33%
ACT WEALTH MANAGEMENT, LLC 196,336$29,220,71616.44%
CABANA LLC 20,537$3,056,45011.82%
Gleason Group, Inc. 294,719$43,863,05211.38%
Beacon Harbor Wealth Advisors, Inc. 182,737$27,1978.90%
MAYPORT, LLC 96,075$14,298,8068.09%
FC Advisory LLC 129,754$19,311,2867.90%
Van Cleef Asset Management,Inc 325,878$48,500,4437.45%
Applied Capital LLC 78,377$11,664,8537.24%
James J. Burns & Company, LLC 174,050$25,9056.57%
View complete list of VANGUARD INDEX FDS shareholders