Newton One Investments LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 577 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$428,993
-2.5%
2,993
+1.3%
0.26%
+1.6%
Q2 2023$439,927
+6.2%
2,9560.0%0.25%
+1.2%
Q1 2023$414,418
+5.9%
2,956
+0.3%
0.25%
-1.6%
Q4 2022$391,494
+4.4%
2,9470.0%0.25%
-5.2%
Q3 2022$375,000
-2.8%
2,9470.0%0.27%
-7.0%
Q2 2022$386,000
-20.9%
2,9470.0%0.29%
-19.4%
Q1 2022$488,000
-9.5%
2,9470.0%0.36%
-6.6%
Q4 2021$539,000
+0.7%
2,947
+0.4%
0.38%
-4.5%
Q3 2021$535,000
-3.6%
2,935
-0.2%
0.40%
-9.5%
Q2 2021$555,000
+6.9%
2,940
+0.2%
0.44%
-4.3%
Q1 2021$519,000
+7.9%
2,934
+0.3%
0.46%
-2.5%
Q4 2020$481,0002,9240.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 247,092$29,107,00010.54%
Van Cleef Asset Management,Inc 329,346$38,797,0009.28%
FC Advisory LLC 120,394$14,182,0009.23%
Harfst & Associates, Inc. 128,054$15,084,0006.37%
New England Private Wealth Advisors LLC 166,070$19,568,0005.52%
Wilshire Advisors LLC 47,405$5,585,0005.27%
Guidant Wealth Advisors 97,205$11,507,0005.01%
COLDSTREAM CAPITAL MANAGEMENT INC 408,807$48,157,0004.86%
Sullivan, Bruyette, Speros & Blaney, LLC 407,471$48,000,0004.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 360,175$42,429,0004.19%
View complete list of VANGUARD INDEX FDS shareholders