Vivaldi Capital Management LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
Vivaldi Capital Management LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,044,370
-5.6%
9,817
-0.2%
0.67%0.0%
Q2 2023$2,166,448
+3.7%
9,840
-0.7%
0.67%
+5.7%
Q1 2023$2,089,728
-6.3%
9,908
-7.4%
0.63%
+14.3%
Q4 2022$2,230,143
-6.8%
10,696
-14.2%
0.55%
-14.5%
Q3 2022$2,394,000
-3.2%
12,460
-0.7%
0.65%
+0.5%
Q2 2022$2,472,000
-11.8%
12,549
-5.1%
0.64%
-11.8%
Q1 2022$2,803,000
-19.0%
13,222
-2.7%
0.73%
-9.0%
Q4 2021$3,461,000
+6.6%
13,583
-1.0%
0.80%
+13.9%
Q3 2021$3,248,000
-3.6%
13,719
-0.6%
0.70%
+4.0%
Q2 2021$3,370,000
+6.9%
13,803
+0.6%
0.68%
+8.5%
Q1 2021$3,152,000
+6.4%
13,717
-4.3%
0.62%
-1.6%
Q4 2020$2,963,000
-1.4%
14,329
-7.6%
0.63%
-4.9%
Q3 2020$3,005,000
+5.8%
15,506
-2.8%
0.67%
+12.9%
Q2 2020$2,839,000
+39.9%
15,955
+3.5%
0.59%
+29.0%
Q1 2020$2,030,000
-35.4%
15,422
-12.6%
0.46%
-39.7%
Q4 2019$3,143,000
-2.5%
17,641
-8.3%
0.76%
-0.4%
Q3 2019$3,223,000
-18.0%
19,233
-18.2%
0.76%
-25.7%
Q2 2019$3,931,000
+2.4%
23,519
-1.5%
1.03%
-3.7%
Q1 2019$3,837,000
-1.1%
23,872
-15.0%
1.07%
-36.2%
Q4 2018$3,881,000
-57.0%
28,090
-48.9%
1.67%
-30.0%
Q3 2018$9,018,000
+105.5%
54,922
+97.3%
2.39%
-33.7%
Q2 2018$4,389,000
+0.5%
27,840
-1.7%
3.60%
+10.5%
Q1 2018$4,367,000
-8.9%
28,316
-8.6%
3.26%
-19.0%
Q4 2017$4,796,000
+187.2%
30,985
+164.4%
4.02%
+134066.7%
Q2 2017$1,670,000
+156.9%
11,719
+151.2%
0.00%
Q1 2017$650,0004,6660.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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