Highland Private Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
Highland Private Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$5,615,000
-5.0%
29,869
-0.5%
0.91%
-0.3%
Q2 2022$5,913,000
-15.2%
30,020
+2.4%
0.91%
-2.3%
Q1 2022$6,973,000
-3.2%
29,314
+3.7%
0.93%
+2.0%
Q4 2021$7,203,000
+10.8%
28,273
+2.9%
0.91%
-0.8%
Q3 2021$6,503,000
+9.1%
27,468
+9.4%
0.92%
+4.1%
Q2 2021$5,958,000
+14.7%
25,102
+6.9%
0.88%
+3.3%
Q1 2021$5,196,000
-46.7%
23,475
-50.2%
0.86%
+1.7%
Q4 2020$9,740,000
+150.2%
47,108
+113.3%
0.84%
+10.1%
Q3 2020$3,893,000
+12.7%
22,089
+4.8%
0.76%
+2.8%
Q2 2020$3,455,000
-34.9%
21,077
-47.7%
0.74%
+2.5%
Q1 2020$5,304,000
+48.6%
40,284
+101.1%
0.72%
-15.3%
Q4 2019$3,570,000
-39.8%
20,036
-43.3%
0.86%
+3.6%
Q3 2019$5,926,000
+4.7%
35,360
+4.4%
0.83%
+2.2%
Q2 2019$5,660,000
+5.3%
33,860
+1.3%
0.81%
-3.9%
Q1 2019$5,376,000
+135.6%
33,440
+102.5%
0.84%
-1.6%
Q4 2018$2,282,000
-12.7%
16,515
+3.7%
0.86%
-1.7%
Q3 2018$2,615,000
-47.3%
15,925
-49.4%
0.87%
-1.7%
Q2 2018$4,962,000
+1758.4%
31,480
+1716.5%
0.88%
+436.4%
Q1 2018$267,000
-94.3%
1,733
-94.3%
0.16%
-82.4%
Q4 2017$4,676,000
-5.7%
30,210
-10.5%
0.94%
-11.8%
Q3 2017$4,960,000
+89.2%
33,740
+83.5%
1.06%
-15.0%
Q2 2017$2,621,000
-53.2%
18,390
-54.3%
1.25%
-13.2%
Q1 2017$5,604,000
+105.2%
40,240
+93.9%
1.44%
+2.8%
Q4 2016$2,731,000
+22.9%
20,750
+20.9%
1.40%
+23.4%
Q3 2016$2,222,000
-22.1%
17,165
-25.6%
1.14%
+41.8%
Q2 2016$2,854,00023,0800.80%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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