Rossmore Private Capital - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Rossmore Private Capital ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,414,398
-4.1%
40,407
+1.3%
1.28%
-2.3%
Q2 2023$8,771,173
+3.8%
39,889
-0.8%
1.30%
-1.1%
Q1 2023$8,450,673
+2.7%
40,210
-0.4%
1.32%
+0.2%
Q4 2022$8,225,478
+23.3%
40,359
+13.7%
1.32%
+10.3%
Q3 2022$6,673,000
-6.4%
35,498
-1.9%
1.19%
-3.2%
Q2 2022$7,129,000
-10.6%
36,193
+7.9%
1.23%
-0.6%
Q1 2022$7,977,000
-8.0%
33,538
-1.5%
1.24%
-8.3%
Q4 2021$8,675,000
+6.3%
34,049
-0.5%
1.36%
-3.1%
Q3 2021$8,164,000
+2.8%
34,204
+2.2%
1.40%
+2.9%
Q2 2021$7,942,000
+16.1%
33,459
+8.2%
1.36%
+5.9%
Q1 2021$6,842,000
+11.8%
30,911
+4.4%
1.28%
+3.4%
Q4 2020$6,120,000
+16.8%
29,599
-0.4%
1.24%
+0.8%
Q3 2020$5,239,000
+4.9%
29,723
-2.4%
1.23%
-10.7%
Q2 2020$4,992,000
+39.6%
30,458
+12.1%
1.38%
+11.5%
Q1 2020$3,577,000
-37.6%
27,169
-15.3%
1.24%
-30.1%
Q4 2019$5,733,000
+7.2%
32,083
+1.0%
1.77%
-1.6%
Q3 2019$5,347,000
+5.3%
31,772
+4.6%
1.80%
+0.2%
Q2 2019$5,078,000
+6.9%
30,381
+2.8%
1.79%
+2.6%
Q1 2019$4,751,000
+46.8%
29,553
+26.2%
1.75%
+27.5%
Q4 2018$3,237,000
-12.7%
23,423
+3.7%
1.37%
-7.5%
Q3 2018$3,708,000
+17.5%
22,585
+12.8%
1.48%
-27.2%
Q2 2018$3,157,000
+11.2%
20,028
+8.7%
2.04%
-29.1%
Q1 2018$2,840,000
-99.9%
18,419
+25.5%
2.88%
+25.5%
Q4 2017$2,272,480,00014,6822.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders