Klingman & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$317,358
+1.3%
1,524
+7.1%
0.03%
+4.0%
Q2 2023$313,288
-43.3%
1,423
-54.2%
0.02%
-72.2%
Q4 2019$553,000
+6.3%
3,1050.0%0.09%
-3.2%
Q3 2019$520,000
+1.2%
3,105
+1.0%
0.09%
-2.1%
Q2 2019$514,000
+4.0%
3,0750.0%0.10%
-1.0%
Q1 2019$494,000
+16.2%
3,0750.0%0.10%0.0%
Q4 2018$425,000
-15.8%
3,0750.0%0.10%
-6.8%
Q3 2018$505,000
+4.1%
3,0750.0%0.10%
-1.0%
Q2 2018$485,000
+2.3%
3,0750.0%0.10%
-1.9%
Q1 2018$474,000
-0.4%
3,0750.0%0.11%
+1.9%
Q4 2017$476,000
+5.3%
3,0750.0%0.10%
-6.3%
Q3 2017$452,000
-2.2%
3,075
-5.2%
0.11%
-9.8%
Q2 2017$462,000
+19.7%
3,245
+17.1%
0.12%
+15.0%
Q1 2017$386,000
+5.8%
2,7700.0%0.11%
-3.6%
Q4 2016$365,000
+1.7%
2,7700.0%0.11%
+2.8%
Q3 2016$359,000
-2.4%
2,770
-7.0%
0.11%
-9.2%
Q2 2016$368,000
+1.9%
2,9800.0%0.12%
-7.8%
Q1 2016$361,000
+1344.0%
2,980
+1319.0%
0.13%
+1333.3%
Q4 2015$25,000
+4.2%
2100.0%0.01%0.0%
Q3 2015$24,000
-11.1%
2100.0%0.01%
-18.2%
Q2 2015$27,000
-3.6%
2100.0%0.01%
-8.3%
Q1 2015$28,000
+12.0%
2100.0%0.01%
+20.0%
Q4 2014$25,0002100.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders