ROPES WEALTH ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 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 Q3 2023
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders