Whitegate Investment Counselors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,647,425
-4.1%
70,339
+1.4%
4.90%
-2.2%
Q2 2023$15,273,649
+4.6%
69,375
+0.2%
5.01%
+6.3%
Q1 2023$14,599,860
+105481.9%
69,220
+2.0%
4.71%
-0.1%
Q4 2022$13,828
-99.9%
67,849
+1.3%
4.72%
-1.0%
Q3 2022$12,586,000
-5.1%
66,954
-0.5%
4.77%
-1.7%
Q2 2022$13,258,000
-14.5%
67,311
+3.2%
4.85%
+1.2%
Q1 2022$15,512,000
-7.4%
65,218
-0.9%
4.79%
-2.8%
Q4 2021$16,759,000
+0.3%
65,779
-6.8%
4.93%
+108.0%
Q3 2021$16,714,000
-0.1%
70,593
+0.2%
2.37%
+0.1%
Q2 2021$16,729,000
+11.6%
70,482
+4.1%
2.37%
+3.6%
Q1 2021$14,989,000
+8.5%
67,720
+1.3%
2.29%
+2.1%
Q4 2020$13,819,000
+21.3%
66,835
+3.4%
2.24%
+7.8%
Q3 2020$11,389,000
+13.3%
64,615
+5.4%
2.08%
+3.4%
Q2 2020$10,048,000
+80.8%
61,301
+45.2%
2.01%
+49.0%
Q1 2020$5,559,000
-23.3%
42,224
+3.7%
1.35%
+2.4%
Q4 2019$7,252,000
+11.9%
40,699
+5.3%
1.32%
+3.5%
Q3 2019$6,478,000
+6.5%
38,654
+6.2%
1.27%
+3.9%
Q2 2019$6,082,000
+4.6%
36,385
+0.6%
1.22%
+1.6%
Q1 2019$5,815,000
+13.3%
36,174
-2.6%
1.20%
+1.4%
Q4 2018$5,132,000
-10.5%
37,143
+6.3%
1.19%
+1.5%
Q3 2018$5,736,000
+3.9%
34,938
-0.3%
1.17%
+3.6%
Q2 2018$5,523,000
+7.5%
35,037
+5.1%
1.13%
+3.0%
Q1 2018$5,139,000
+0.8%
33,322
+1.1%
1.10%
+2.9%
Q4 2017$5,100,000
+9.7%
32,948
+4.2%
1.06%
+3.9%
Q3 2017$4,647,000
+5.2%
31,615
+2.0%
1.02%
+2.7%
Q2 2017$4,417,000
+3.6%
30,990
+1.3%
1.00%
-2.5%
Q1 2017$4,262,000
-32.2%
30,607
-35.9%
1.02%
-39.1%
Q4 2016$6,286,000
+4.2%
47,758
+2.5%
1.68%
+2.6%
Q3 2016$6,032,000
+5.9%
46,598
+1.2%
1.64%
+3.7%
Q2 2016$5,695,000
+5.8%
46,062
+3.8%
1.58%
+7.2%
Q1 2014$5,381,00044,3861.48%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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