SIMON QUICK ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 644 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 0.14 and the average weighting 0.8%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,060,530
+10.5%
5,093
+16.8%
0.10%
+12.4%
Q2 2023$959,961
-13.3%
4,360
-16.9%
0.09%
-25.8%
Q1 2023$1,107,179
+3.6%
5,249
+0.1%
0.12%
-5.5%
Q4 2022$1,069,171
-6.1%
5,246
-13.4%
0.13%
-21.1%
Q3 2022$1,139,000
-14.7%
6,058
-1.4%
0.16%
-8.0%
Q2 2022$1,336,000
-52.5%
6,145
-48.1%
0.18%
-78.1%
Q1 2022$2,815,000
+12.8%
11,836
+20.8%
0.80%
+19.6%
Q4 2021$2,496,000
+17.7%
9,797
+9.3%
0.67%
+22.4%
Q3 2021$2,121,000
+15.6%
8,960
+15.9%
0.54%
+12.1%
Q2 2021$1,835,000
+23.9%
7,731
+15.5%
0.49%
+11.5%
Q1 2021$1,481,000
+9.0%
6,693
+1.9%
0.44%
+6.3%
Q4 2020$1,359,000
+8.7%
6,570
-7.4%
0.41%
+15.2%
Q3 2020$1,250,000
+0.9%
7,094
-6.2%
0.36%
-24.1%
Q2 2020$1,239,000
+71.6%
7,561
+37.9%
0.47%
+75.0%
Q1 2020$722,000
+10214.3%
5,481
+13268.3%
0.27%
+8833.3%
Q4 2019$7,000
-89.6%
41
-91.5%
0.00%
-87.5%
Q4 2018$67,000
-30.9%
482
-19.7%
0.02%
-44.2%
Q4 2017$97,000
+870.0%
600
+757.1%
0.04%
+975.0%
Q3 2017$10,0000.0%700.0%0.00%
-33.3%
Q2 2017$10,0000.0%700.0%0.01%0.0%
Q1 2017$10,000700.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
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