Cresset Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$82,234,353
-6.4%
394,902
-1.0%
0.32%
+190.8%
Q2 2023$87,850,242
+4.8%
399,029
+0.4%
0.11%
-93.5%
Q1 2023$83,788,156
-0.2%
397,249
-3.8%
1.68%
+57.7%
Q4 2022$83,985,640
+88.2%
412,907
+74.0%
1.06%
+88.5%
Q3 2022$44,615,000
-4.3%
237,334
-34.0%
0.56%
-1.6%
Q2 2022$46,630,000
-45.5%
359,732
+0.0%
0.57%
-35.5%
Q1 2022$85,550,000
-8.1%
359,693
-1.6%
0.89%
-1.0%
Q4 2021$93,103,000
+1058.4%
365,439
+976.5%
0.90%
+731.5%
Q3 2021$8,037,000
-1.5%
33,948
-1.3%
0.11%
-6.9%
Q2 2021$8,162,000
+52.0%
34,390
+41.8%
0.12%
+36.5%
Q1 2021$5,368,000
+2.8%
24,254
-4.0%
0.08%0.0%
Q4 2020$5,224,000
+21.7%
25,265
+3.8%
0.08%
+6.2%
Q3 2020$4,292,000
+6.8%
24,347
-0.7%
0.08%
-9.1%
Q2 2020$4,018,000
-26.6%
24,514
-41.1%
0.09%
-47.3%
Q1 2020$5,476,000
-57.8%
41,597
-42.9%
0.17%
-52.4%
Q4 2019$12,980,000
+37.8%
72,849
+29.6%
0.35%
+21.9%
Q3 2019$9,421,000
+60.1%
56,213
+60.2%
0.29%
+57.4%
Q2 2019$5,884,000
+7.0%
35,079
+2.9%
0.18%
-14.1%
Q1 2019$5,497,000
+32.9%
34,081
+13.8%
0.21%
-13.4%
Q4 2018$4,137,00029,9360.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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