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

VANGUARD INDEX FDS's ticker is and the CUSIP is 922908710. A total of 37 filers reported holding VANGUARD INDEX FDS in Q2 2021. 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$3,707,753
+21.9%
9,373
+26.5%
0.06%
+23.9%
Q2 2023$3,042,790
+3.7%
7,411
-4.2%
0.05%0.0%
Q1 2023$2,933,569
+7.1%
7,739
+0.1%
0.05%0.0%
Q4 2022$2,738,796
+2.2%
7,734
-4.5%
0.05%
-2.1%
Q3 2022$2,679,000
-5.4%
8,099
-0.1%
0.05%
+2.2%
Q2 2022$2,832,000
+13.0%
8,105
+35.2%
0.05%
+31.4%
Q1 2022$2,507,000
-7.3%
5,995
-2.5%
0.04%
+2.9%
Q4 2021$2,705,000
+17.1%
6,150
+5.9%
0.03%
+6.2%
Q3 2021$2,310,000
+3.3%
5,810
+3.0%
0.03%
+3.2%
Q2 2021$2,237,000
+6.1%
5,640
-1.9%
0.03%
-6.1%
Q1 2021$2,108,000
+5.6%
5,748
-0.2%
0.03%0.0%
Q4 2020$1,996,000
+6.1%
5,759
-5.0%
0.03%
-5.7%
Q3 2020$1,882,000
+8.2%
6,065
-0.2%
0.04%
-2.8%
Q2 2020$1,739,000
+18.9%
6,077
-0.9%
0.04%
-5.3%
Q1 2020$1,463,000
-20.0%
6,134
+0.1%
0.04%
+8.6%
Q4 2019$1,828,000
+7.8%
6,130
-0.7%
0.04%0.0%
Q3 2019$1,696,0006,1740.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
TRUST DEPARTMENT MB FINANCIAL BANK N A 206,369$50,315,0005.75%
First American Bank 189,443$46,189,0003.50%
FULTON BANK, N.A. 144,072$35,126,0002.46%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 2,921$712,0001.69%
Silicon Valley Capital Partners 5,254$1,281,0000.75%
QCI ASSET MANAGEMENT INC/NY 23,521$5,735,0000.61%
OUTFITTER ADVISORS, LTD. 3,381$824,0000.38%
MOTCO 12,145$2,961,0000.30%
NEVILLE RODIE & SHAW INC 9,902$2,414,0000.27%
LATHROP INVESTMENT MANAGEMENT CORP 1,883$459,0000.13%
View complete list of VANGUARD INDEX FDS shareholders