Berman Capital 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 Q2 2018. The put-call ratio across all filers is 2.56 and the average weighting 0.8%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$27,431,000
+2.3%
115,865
+2.5%
4.32%
+1.1%
Q2 2021$26,826,000
+9.0%
113,028
+1.6%
4.27%
-17.0%
Q1 2021$24,614,000
+13.5%
111,210
+6.0%
5.14%
-1.0%
Q4 2020$21,691,000
+9.7%
104,909
-6.5%
5.19%
-7.5%
Q3 2020$19,772,000
+9.0%
112,179
+1.4%
5.61%
+17.9%
Q2 2020$18,138,000
+13.8%
110,663
-8.6%
4.76%
-7.4%
Q1 2020$15,937,000
-18.3%
121,069
+10.6%
5.14%
-8.5%
Q4 2019$19,499,000
+3.5%
109,448
-2.6%
5.62%
-4.3%
Q3 2019$18,836,000
+0.4%
112,404
+0.3%
5.87%
-1.6%
Q2 2019$18,752,000
-0.3%
112,039
-4.2%
5.97%
-5.2%
Q1 2019$18,801,000
+10.9%
116,969
-4.7%
6.29%
-5.4%
Q4 2018$16,950,000
-13.8%
122,680
+2.4%
6.65%
-19.7%
Q3 2018$19,670,000
-7.6%
119,804
-11.3%
8.28%
+11.9%
Q2 2018$21,287,000
+8.4%
135,039
+6.1%
7.40%
-1.1%
Q1 2018$19,629,000
-2.3%
127,288
-2.0%
7.48%
+12.5%
Q4 2017$20,101,000129,8676.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
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