Newton One Investments LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 584 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$510,322
-3.7%
3,0230.0%0.22%
-5.6%
Q1 2024$529,914
+6.9%
3,023
+0.3%
0.23%
+2.2%
Q4 2023$495,808
+15.6%
3,015
+0.7%
0.23%
-10.9%
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 ↓
OIKOS HOLDINGS LLC 414,100$61,630,50324.33%
ACT WEALTH MANAGEMENT, LLC 196,336$29,220,71616.44%
CABANA LLC 20,537$3,056,45011.82%
Gleason Group, Inc. 294,719$43,863,05211.38%
Beacon Harbor Wealth Advisors, Inc. 182,737$27,1978.90%
MAYPORT, LLC 96,075$14,298,8068.09%
FC Advisory LLC 129,754$19,311,2867.90%
Van Cleef Asset Management,Inc 325,878$48,500,4437.45%
Applied Capital LLC 78,377$11,664,8537.24%
James J. Burns & Company, LLC 174,050$25,9056.57%
View complete list of VANGUARD INDEX FDS shareholders