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

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VANGUARD INDEX FDS TOT STKIDX's ticker is and the CUSIP is 922908728. A total of 22 filers reported holding VANGUARD INDEX FDS TOT STKIDX in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of VANGUARD INDEX FDS TOT STKIDX
ValueSharesWeighting
Q3 2023$2,371,299
-4.0%
22,931
-0.4%
0.04%
-2.7%
Q2 2023$2,470,872
+4.8%
23,023
-2.9%
0.04%0.0%
Q1 2023$2,356,614
+4.4%
23,716
-2.1%
0.04%
-2.6%
Q4 2022$2,256,449
+6.7%
24,237
+0.0%
0.04%
+2.7%
Q3 2022$2,115,000
-4.9%
24,229
+0.0%
0.04%
+2.8%
Q2 2022$2,223,000
-14.7%
24,222
+3.0%
0.04%0.0%
Q1 2022$2,606,000
-6.1%
23,520
-0.4%
0.04%
+2.9%
Q4 2021$2,775,000
+10.6%
23,606
+1.7%
0.04%0.0%
Q3 2021$2,509,000
+5.1%
23,213
+5.5%
0.04%
+6.1%
Q2 2021$2,388,000
+8.0%
22,0070.0%0.03%
-5.7%
Q1 2021$2,212,000
+5.6%
22,007
-0.5%
0.04%
+2.9%
Q4 2020$2,094,000
+14.2%
22,1070.0%0.03%0.0%
Q3 2020$1,834,000
+7.6%
22,107
-1.0%
0.03%
-2.9%
Q2 2020$1,704,000
+19.9%
22,340
-1.4%
0.04%
-5.4%
Q1 2020$1,421,000
-21.3%
22,6500.0%0.04%
+5.7%
Q4 2019$1,805,000
+8.4%
22,6500.0%0.04%
+2.9%
Q3 2019$1,665,000–22,650–0.03%–
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Other shareholders
VANGUARD INDEX FDS TOT STKIDX shareholders Q1 2022
NameSharesValueWeighting ↓
Garde Capital, Inc. 202,287$20,9181.78%
Financial Gravity Asset Management, Inc. 143,476$54,809,1640.60%
ORLEANS CAPITAL MANAGEMENT CORP/LA 4,891$505,8230.38%
Dempze Nancy E 3,479$359,7790.32%
ORG Partners LLC 10,429$1,078,5050.32%
FULTON BANK, N.A. 51,474$5,322,9710.26%
STEWART & PATTEN CO LLC 14,001$1,447,8210.25%
Coston, McIsaac & Partners 3,747$3870.15%
MOTCO 20,287$2,097,8650.14%
NORTH STAR ASSET MANAGEMENT INC 22,440$2,320,5140.13%
View complete list of VANGUARD INDEX FDS TOT STKIDX shareholders