SlateStone Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 685 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.5%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$8,430
+12.5%
49,944
+16.8%
0.91%
+21.2%
Q1 2024$7,494
+12.5%
42,755
+5.5%
0.75%
-12.9%
Q4 2023$6,661
+27.4%
40,515
+11.0%
0.86%
+13.7%
Q3 2023$5,230
+21.9%
36,490
+26.6%
0.76%
-5.3%
Q2 2023$4,291
+47.6%
28,834
+39.0%
0.80%
+33.6%
Q1 2023$2,907
-99.8%
20,738
+64.1%
0.60%
+48.6%
Q4 2022$1,679,483
+30.9%
12,641
+25.2%
0.40%
+18.8%
Q3 2022$1,283,000
+32.1%
10,096
+36.4%
0.34%
+37.5%
Q2 2022$971,000
+280.8%
7,404
+380.8%
0.25%
+335.1%
Q1 2022$255,0001,5400.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
OIKOS HOLDINGS LLC 489,100$64,981,82632.55%
CWS Financial Advisors, LLC 212,629$37,616,00016.22%
ACT WEALTH MANAGEMENT, LLC 183,592$24,392,00815.41%
MAYPORT, LLC 82,833$11,005,2058.22%
Gleason Group, Inc. 193,509$25,709,5788.06%
FC Advisory LLC 124,935$16,598,8997.85%
Van Cleef Asset Management,Inc 330,758$43,944,5647.25%
Applied Capital LLC 72,133$9,583,6366.96%
James J. Burns & Company, LLC 117,663$15,6336.39%
Firestone Capital Management 124,811$16,582,3746.16%
View complete list of VANGUARD INDEX FDS shareholders