Charter Oak Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 748 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$59,587,192
-1.9%
353,026
+1.9%
6.22%
-4.4%
Q1 2024$60,715,207
+7.7%
346,410
+1.0%
6.51%
-2.9%
Q4 2023$56,384,800
+18.6%
342,932
+3.4%
6.70%
+6.4%
Q3 2023$47,554,909
+14.4%
331,786
+18.8%
6.30%
+16.4%
Q2 2023$41,551,967
+23.1%
279,191
+16.0%
5.41%
+15.6%
Q1 2023$33,749,282
+8.1%
240,722
+2.5%
4.68%
+0.1%
Q4 2022$31,212,329
+6.5%
234,926
+1.9%
4.68%
-0.3%
Q3 2022$29,314,000
-7.7%
230,619
-4.8%
4.69%
+8.3%
Q2 2022$31,771,000
-14.1%
242,341
+8.5%
4.33%
-4.3%
Q1 2022$37,003,000
+0.9%
223,366
+11.4%
4.52%
+6.1%
Q4 2021$36,674,000
+6.5%
200,558
+6.2%
4.26%
-1.1%
Q3 2021$34,425,000
-0.5%
188,773
+2.9%
4.31%
-2.9%
Q2 2021$34,592,000
+11.5%
183,425
+4.6%
4.44%
+1.9%
Q1 2021$31,024,000
+1.0%
175,369
-6.0%
4.36%
-6.5%
Q4 2020$30,710,000186,4854.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 169,457$28,072,00015.96%
Freedman Financial Associates, Inc. 126,338$21,270,00014.66%
Tower Wealth Partners, Inc. 75,942$12,581,00013.66%
CWS Financial Advisors, LLC 208,649$34,565,00013.06%
Standard Family Office LLC 275,727$45,677,00012.26%
SWM Advisors 90,081$14,923,00011.71%
Gleason Group, Inc. 223,346$37,000,00010.98%
Bridgeworth, LLC 267,271$44,276,00010.18%
Financial Synergies Wealth Advisors, Inc. 354,569$58,737,8959.24%
MAYPORT, LLC 73,043$12,100,0008.36%
View complete list of VANGUARD INDEX FDS shareholders