FLAGSHIP HARBOR ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 770 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 3.73 and the average weighting 0.8%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,987,845
-4.5%
14,348
+1.0%
0.25%
-3.9%
Q2 2023$3,128,512
-33.1%
14,210
-35.9%
0.26%
-41.5%
Q1 2023$4,678,113
+5.1%
22,180
+1.6%
0.44%
-3.3%
Q4 2022$4,449,941
+11.3%
21,834
+2.6%
0.46%
-1.7%
Q3 2022$3,999,000
-3.9%
21,271
+0.6%
0.46%
-0.9%
Q2 2022$4,163,000
-16.9%
21,134
+0.3%
0.47%
-3.1%
Q1 2022$5,011,000
-4.0%
21,069
+2.8%
0.48%
-2.2%
Q4 2021$5,219,000
+60.0%
20,486
+49.1%
0.49%
+41.1%
Q3 2021$3,261,0000.0%13,7390.0%0.35%0.0%
Q2 2021$3,261,000
+8.4%
13,739
+1.1%
0.35%
+2.6%
Q1 2021$3,008,000
+15.5%
13,590
+7.9%
0.34%
+5.6%
Q4 2020$2,604,000
+13.5%
12,596
-3.2%
0.32%
+4.2%
Q3 2020$2,294,000
+1.1%
13,015
-6.0%
0.31%
-6.9%
Q2 2020$2,270,000
+33.9%
13,851
+7.6%
0.33%
-1.8%
Q1 2020$1,695,000
-16.8%
12,878
+12.6%
0.34%
-5.0%
Q4 2019$2,038,000
-19.6%
11,435
-24.4%
0.36%
-28.2%
Q3 2019$2,536,000
+23.1%
15,134
+22.8%
0.50%
+16.4%
Q2 2019$2,060,000
+13.1%
12,329
+8.8%
0.43%
+14.2%
Q1 2019$1,821,000
+16.4%
11,332
+0.0%
0.37%
-1.6%
Q4 2018$1,565,000
-8.6%
11,328
+8.3%
0.38%
+19.5%
Q3 2018$1,713,000
+0.9%
10,456
-2.9%
0.32%
-6.5%
Q2 2018$1,697,000
-0.9%
10,770
-5.5%
0.34%
-33.2%
Q1 2018$1,713,000
+6.3%
11,395
+12.3%
0.51%
+9.9%
Q4 2017$1,612,000
+8.3%
10,146
+0.9%
0.46%
-4.1%
Q3 2017$1,488,000
+0.2%
10,053
-3.5%
0.48%
-6.4%
Q2 2017$1,485,000
+4.9%
10,418
+1.6%
0.52%
-4.6%
Q1 2017$1,416,000
+3.1%
10,258
+0.4%
0.54%
-8.6%
Q4 2016$1,373,00010,2160.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders