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 Q3 2018. The put-call ratio across all filers is 3.73 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 Q3 2018
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 1,226,387$201,017,00017.64%
Axiom Financial Strategies, LLC 130,418$21,377,00013.93%
TL Private Wealth 98,573$17,029,00013.64%
SEARCY FINANCIAL SERVICES INC /ADV 88,450$14,498,00012.08%
Riverpoint Wealth Management Holdings, LLC 175,195$28,716,00011.21%
MFA WEALTH ADVISORS, LLC 101,048$16,562,780,00010.70%
Northwest Quadrant Wealth Management, LLC 154,604$24,942,00010.51%
McIlrath & Eck, LLC 124,419$20,394,0009.45%
B & T Capital Management DBA Alpha Capital Management 168,142$27,560,0009.43%
Paracle Advisors, LLC 245,074$40,170,0009.36%
View complete list of VANGUARD INDEX FDS shareholders