Altium Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 749 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$38,061,000
-2.2%
193,233
+18.1%
2.74%
+9.2%
Q1 2022$38,924,000
-0.0%
163,658
+7.1%
2.51%0.0%
Q4 2021$38,935,000
+8.0%
152,824
+0.3%
2.51%
-2.6%
Q3 2021$36,064,000
-0.2%
152,321
+0.1%
2.58%
-2.7%
Q2 2021$36,126,000
+7.8%
152,206
+0.5%
2.65%
-1.5%
Q1 2021$33,508,000
+5.6%
151,386
-1.3%
2.69%
-4.2%
Q4 2020$31,725,000
+17.0%
153,429
-0.2%
2.80%
-0.5%
Q3 2020$27,110,000
+6.6%
153,809
-0.9%
2.82%
-1.4%
Q2 2020$25,428,000
+38.7%
155,133
+11.4%
2.86%
+13.7%
Q1 2020$18,327,000
+33.6%
139,213
+80.9%
2.51%
+53.1%
Q4 2019$13,713,000
+5.3%
76,961
-0.9%
1.64%
-6.4%
Q3 2019$13,020,000
+4.7%
77,685
+4.5%
1.75%
-2.7%
Q2 2019$12,431,000
+5.6%
74,368
+1.6%
1.80%
-4.0%
Q1 2019$11,771,000
+15.1%
73,225
-1.1%
1.88%
-4.0%
Q4 2018$10,231,000
+805.4%
74,038
+975.4%
1.96%
+801.4%
Q3 2018$1,130,000
-28.5%
6,885
-31.3%
0.22%
-48.6%
Q2 2018$1,580,000
-13.4%
10,023
-15.3%
0.42%
-41.1%
Q1 2018$1,824,000
+1.0%
11,830
+1.4%
0.72%
-13.2%
Q4 2017$1,806,00011,6690.83%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders