Jackson, Grant Investment Advisers, Inc. - 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
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,580,979
-4.3%
50,811
+1.2%
5.10%
-0.6%
Q2 2023$11,052,493
+4.4%
50,202
-0.0%
5.13%
+3.1%
Q1 2023$10,589,557
-1.4%
50,207
-4.7%
4.98%
-4.1%
Q4 2022$10,741,902
+6.7%
52,705
-1.6%
5.19%
-1.5%
Q3 2022$10,070,000
-4.2%
53,570
+0.3%
5.27%
+1.1%
Q2 2022$10,516,000
-17.3%
53,388
-0.1%
5.21%
-2.5%
Q1 2022$12,712,000
+2.8%
53,447
+2.4%
5.35%
-2.9%
Q3 2021$12,362,000
-1.8%
52,215
-1.5%
5.50%
-0.5%
Q2 2021$12,585,000
+5.5%
53,022
-1.6%
5.53%
+0.8%
Q1 2021$11,928,000
+8.3%
53,891
+1.1%
5.49%
-2.4%
Q4 2020$11,017,000
+18.8%
53,280
+1.3%
5.62%
+0.8%
Q3 2020$9,273,000
+8.3%
52,612
+0.7%
5.58%
+2.3%
Q2 2020$8,563,000
+24.5%
52,244
-0.0%
5.45%
+7.3%
Q1 2020$6,879,000
-26.9%
52,252
-1.0%
5.08%
-0.4%
Q4 2019$9,407,000
+3.9%
52,795
-2.2%
5.09%
-1.0%
Q3 2019$9,052,000
-0.8%
54,008
-1.0%
5.14%
-3.3%
Q2 2019$9,121,000
+1.3%
54,562
-2.5%
5.32%
-1.6%
Q1 2019$9,000,000
+19.8%
55,987
+3.0%
5.40%
+2.3%
Q4 2018$7,511,000
-17.3%
54,359
-1.7%
5.28%
-7.2%
Q3 2018$9,078,000
+9.1%
55,287
+4.7%
5.69%
-0.6%
Q2 2018$8,321,000
+1.7%
52,782
-0.5%
5.72%
+0.0%
Q1 2018$8,180,000
-0.9%
53,043
-0.5%
5.72%
+2.5%
Q4 2017$8,255,000
+5.5%
53,332
+0.2%
5.58%
-1.3%
Q3 2017$7,827,000
+3.9%
53,245
+0.7%
5.66%
-3.2%
Q2 2017$7,532,000
+3.1%
52,852
+0.8%
5.84%
-0.2%
Q1 2017$7,303,000
+10.9%
52,451
+4.9%
5.86%
+4.7%
Q4 2016$6,583,000
+0.6%
50,014
-1.1%
5.60%
+3.4%
Q3 2016$6,546,000
+4.7%
50,575
+0.0%
5.41%
-1.7%
Q2 2016$6,250,000
+2.5%
50,552
+0.5%
5.51%
-1.1%
Q1 2016$6,096,000
-10.0%
50,284
-11.2%
5.57%
-13.6%
Q4 2015$6,776,00056,6256.45%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders