Clear Perspectives Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 647 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$194,976
+4.8%
1,391
-0.7%
0.11%
+10.1%
Q4 2022$186,097
+4.5%
1,4010.0%0.10%
+13.8%
Q3 2022$178,000
-11.0%
1,401
-8.2%
0.09%
+11.5%
Q2 2022$200,000
-22.8%
1,526
-2.6%
0.08%
-20.4%
Q1 2022$259,000
-92.2%
1,566
-91.3%
0.10%
-92.7%
Q4 2021$3,307,000
-6.4%
18,087
-6.7%
1.34%
-16.5%
Q3 2021$3,534,000
-2.9%
19,381
+0.4%
1.60%
-8.9%
Q2 2021$3,639,000
+14.6%
19,297
+7.5%
1.76%
-4.5%
Q1 2021$3,175,000
+56.8%
17,948
+45.9%
1.84%
+43.4%
Q4 2020$2,025,00012,2981.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 260,438$30,070,0009.96%
FC Advisory LLC 121,705$14,052,0008.92%
Van Cleef Asset Management,Inc 325,052$37,531,0008.71%
Harfst & Associates, Inc. 133,295$15,390,0006.58%
Bridgeworth, LLC 132,087$15,251,0006.04%
RESTON WEALTH MANAGEMENT LLC 55,500$6,578,0005.27%
First National Bank of South Miami 42,291$4,883,0004.67%
Wilshire Advisors LLC 41,425$4,783,0004.48%
New England Private Wealth Advisors LLC 140,946$16,273,0004.22%
COLDSTREAM CAPITAL MANAGEMENT INC 408,355$47,148,0004.12%
View complete list of VANGUARD INDEX FDS shareholders