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

VANGUARD INDEX FDS's ticker is and the CUSIP is 922908686. A total of 13 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$445,365
-5.0%
4,9170.0%0.01%0.0%
Q2 2023$468,594
+4.9%
4,917
+0.0%
0.01%0.0%
Q1 2023$446,589
+3.3%
4,916
+0.0%
0.01%0.0%
Q4 2022$432,205
+7.5%
4,915
+0.0%
0.01%0.0%
Q3 2022$402,000
-3.1%
4,914
+0.0%
0.01%0.0%
Q2 2022$415,000
-17.0%
4,913
+0.0%
0.01%0.0%
Q1 2022$500,000
-6.0%
4,9120.0%0.01%0.0%
Q4 2021$532,000
+7.9%
4,912
+4.6%
0.01%0.0%
Q3 2021$493,000
-8.9%
4,698
-6.3%
0.01%
-12.5%
Q2 2021$541,000
+5.3%
5,0120.0%0.01%0.0%
Q1 2021$514,000
+10.1%
5,0120.0%0.01%0.0%
Q4 2020$467,000
+26.6%
5,0120.0%0.01%
+14.3%
Q3 2020$369,000
+5.4%
5,0120.0%0.01%0.0%
Q2 2020$350,000
+26.4%
5,0120.0%0.01%0.0%
Q1 2020$277,000
-34.0%
5,012
-5.2%
0.01%
-12.5%
Q4 2019$420,000
+7.7%
5,2880.0%0.01%0.0%
Q3 2019$390,0005,2880.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
FULTON BANK, N.A. 427,669$44,837,0002.09%
Garde Capital, Inc. 106,104$11,124,0001.15%
ENCOMPASS WEALTH ADVISORS, LLC 20,031$2,100,0000.55%
First American Bank 74,055$7,764,0000.45%
Dempze Nancy E 2,889$303,0000.24%
Wallington Asset Management, LLC 7,085$743,0000.12%
NEVILLE RODIE & SHAW INC 12,317$1,291,0000.10%
NORTH STAR ASSET MANAGEMENT INC 7,102$745,0000.04%
Hemenway Trust Co LLC 2,800$294,0000.03%
Arvest Bank Trust Division 5,004$525,0000.03%
View complete list of VANGUARD INDEX FDS shareholders