ROPES WEALTH ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 570 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$353,721
-5.9%
1,699
-0.5%
0.07%
+11.3%
Q2 2023$375,969
+224.1%
1,708
+162.8%
0.06%
+148.0%
Q4 2019$116,000
-89.4%
650
-90.0%
0.02%
-89.2%
Q3 2019$1,092,000
+0.3%
6,5170.0%0.23%
+0.9%
Q2 2019$1,089,000
+3.9%
6,5170.0%0.23%
-17.0%
Q1 2019$1,048,000
+14.7%
6,517
-1.5%
0.28%
+5.3%
Q4 2018$914,000
-15.1%
6,617
+1.0%
0.26%
-1.1%
Q3 2018$1,076,000
-7.8%
6,552
-11.5%
0.27%
-15.8%
Q2 2018$1,167,000
+16.1%
7,402
+13.6%
0.32%
+14.9%
Q1 2018$1,005,000
-0.4%
6,5170.0%0.28%
+4.2%
Q4 2017$1,009,000
+5.3%
6,5170.0%0.26%
+1.5%
Q3 2017$958,000
+3.1%
6,5170.0%0.26%
-1.1%
Q2 2017$929,000
+2.4%
6,5170.0%0.26%
+0.4%
Q1 2017$907,000
+5.7%
6,5170.0%0.26%
-2.6%
Q4 2016$858,000
+13.0%
6,517
+11.1%
0.27%
+4.7%
Q3 2016$759,000
+4.7%
5,8670.0%0.26%
+1.6%
Q2 2016$725,0005,8670.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
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