Kovitz Investment Group Partners, 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
Kovitz Investment Group Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,806,691
-4.8%
23,082
+0.6%
0.09%
+16.2%
Q2 2023$5,051,655
+47733.1%
22,945
-54.2%
0.07%
-59.6%
Q1 2023$10,561
+4.5%
50,070
+1.0%
0.18%
-8.5%
Q4 2022$10,103
-99.9%
49,572
-1.1%
0.20%
-8.3%
Q3 2022$9,424,000
-28.3%
50,135
-24.9%
0.22%
-25.1%
Q2 2022$13,143,000
-18.9%
66,726
-2.0%
0.29%
-5.8%
Q1 2022$16,198,000
+28.6%
68,105
+11.8%
0.31%
+4.4%
Q4 2021$12,591,000
-15.1%
60,893
-2.8%
0.30%
+0.3%
Q3 2021$14,825,000
-1.5%
62,615
-1.2%
0.30%
-0.3%
Q2 2021$15,048,000
+12.4%
63,398
+4.8%
0.30%
-5.4%
Q1 2021$13,386,000
+6.3%
60,478
-0.7%
0.31%
+2.3%
Q4 2020$12,591,000
+20.4%
60,893
+2.6%
0.31%
+4.4%
Q3 2020$10,460,000
+3.5%
59,344
-3.7%
0.29%
-6.1%
Q2 2020$10,106,000
+46.1%
61,655
+17.3%
0.31%
+24.8%
Q1 2020$6,918,000
+582.2%
52,554
+823.6%
0.25%
+733.3%
Q4 2019$1,014,0005,6900.03%
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