INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,048 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.8%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$177,837
-5.4%
8540.0%0.03%
-6.5%
Q2 2023$188,017
+4.4%
8540.0%0.03%
+3.3%
Q1 2023$180,126
+3.5%
8540.0%0.03%
+3.4%
Q4 2022$174,054
+8.1%
8540.0%0.03%0.0%
Q3 2022$161,000
-8.5%
854
-4.3%
0.03%
-3.3%
Q2 2022$176,000
-17.0%
8920.0%0.03%
-9.1%
Q1 2022$212,000
-54.7%
892
-51.5%
0.03%
-54.8%
Q4 2021$468,000
+7.6%
1,8380.0%0.07%
+4.3%
Q3 2021$435,000
-0.2%
1,8380.0%0.07%
-2.8%
Q2 2021$436,000
+4.8%
1,838
-2.3%
0.07%
-11.1%
Q1 2021$416,000
+8.9%
1,881
+1.9%
0.08%
+1.2%
Q4 2020$382,000
+153.0%
1,846
+115.4%
0.08%
+128.6%
Q3 2020$151,000
+11.9%
857
+3.9%
0.04%
+25.0%
Q2 2020$135,000
+31.1%
825
+5.9%
0.03%
+16.7%
Q1 2020$103,000
-25.9%
7790.0%0.02%
-17.2%
Q4 2019$139,000
-19.7%
779
-24.6%
0.03%
-23.7%
Q3 2019$173,0000.0%1,0330.0%0.04%
+2.7%
Q2 2019$173,000
+4.2%
1,0330.0%0.04%
+5.7%
Q1 2019$166,000
+13.7%
1,033
-1.9%
0.04%
+6.1%
Q4 2018$146,000
-15.6%
1,0530.0%0.03%
-2.9%
Q3 2018$173,000
+4.2%
1,0530.0%0.03%
-2.9%
Q2 2018$166,000
+31.7%
1,053
+28.6%
0.04%
+29.6%
Q1 2018$126,000
-75.6%
819
-77.9%
0.03%
-83.2%
Q1 2017$516,000
-67.5%
3,702
-69.4%
0.16%
-67.9%
Q4 2016$1,590,000
-7.3%
12,081
-8.9%
0.50%
-12.3%
Q3 2016$1,716,000
-9.3%
13,259
-13.4%
0.57%
-13.2%
Q2 2016$1,892,00015,3050.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders