Williams Jones Wealth Management, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,284,008
+5.4%
6,166
+11.4%
0.02%
+11.1%
Q2 2023$1,218,586
+4.2%
5,535
-0.2%
0.02%0.0%
Q1 2023$1,169,551
+14.5%
5,545
+10.7%
0.02%
+5.9%
Q4 2022$1,021,062
+10.6%
5,010
+2.1%
0.02%
+6.2%
Q3 2022$923,000
-4.6%
4,9090.0%0.02%0.0%
Q2 2022$967,000
-17.9%
4,909
-0.8%
0.02%0.0%
Q1 2022$1,178,000
-4.7%
4,951
+2.1%
0.02%
+6.7%
Q4 2021$1,236,000
+8.0%
4,851
+0.4%
0.02%
-6.2%
Q3 2021$1,144,000
+1.9%
4,834
+2.2%
0.02%0.0%
Q2 2021$1,123,000
+36.0%
4,731
+26.8%
0.02%
+23.1%
Q1 2021$826,000
+7.1%
3,7310.0%0.01%0.0%
Q4 2020$771,000
+17.2%
3,7310.0%0.01%
+8.3%
Q3 2020$658,000
-22.7%
3,731
-28.2%
0.01%
-29.4%
Q2 2020$851,000
+3.3%
5,194
-17.0%
0.02%
-22.7%
Q1 2020$824,000
-26.1%
6,2590.0%0.02%
+4.8%
Q4 2019$1,115,000
+6.3%
6,2590.0%0.02%
-4.5%
Q3 2019$1,049,0006,2590.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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