FLAGSHIP HARBOR ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.

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 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders