Gladstone Institutional Advisory 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
Gladstone Institutional Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,401,134
+6.5%
21,135
+12.6%
0.28%
+13.1%
Q2 2023$4,130,610
+4.1%
18,762
-0.3%
0.25%
-1.9%
Q1 2023$3,969,740
+0.3%
18,821
-3.1%
0.26%
-7.9%
Q4 2022$3,956,888
+100789.5%
19,415
-6.9%
0.28%
-9.1%
Q3 2022$3,922
-15.3%
20,862
-11.3%
0.31%
-16.1%
Q2 2022$4,630
-14.1%
23,507
+3.7%
0.37%
+0.5%
Q1 2022$5,390
+561.3%
22,664
+608.2%
0.36%
+477.8%
Q4 2021$815
+11.6%
3,200
+3.8%
0.06%
-11.3%
Q3 2021$730
+22.5%
3,084
+22.7%
0.07%0.0%
Q2 2021$596
+8.2%
2,513
+0.9%
0.07%
-17.4%
Q1 2021$551
+12.7%
2,491
+5.4%
0.09%
-11.3%
Q4 2020$489
+41.3%
2,363
+20.3%
0.10%
+16.9%
Q3 2020$346
-99.9%
1,964
+23.3%
0.08%
+25.8%
Q2 2020$261,000
+7.4%
1,593
-13.7%
0.07%
+4.8%
Q1 2020$243,000
+9.0%
1,846
+47.6%
0.06%
+14.5%
Q4 2019$223,000
+0.5%
1,251
-5.7%
0.06%
-19.1%
Q2 2019$222,000
-28.2%
1,326
-31.0%
0.07%
-39.8%
Q1 2019$309,000
-28.0%
1,922
-38.1%
0.11%
-54.8%
Q4 2018$429,0003,1070.25%
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