Lebenthal Global Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Lebenthal Global Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$1,902,000
-18.0%
9,658
-1.0%
0.92%
-6.7%
Q1 2022$2,320,000
+106.6%
9,755
+121.3%
0.99%
+117.6%
Q4 2021$1,123,000
+100.5%
4,408
+86.6%
0.45%
+50.8%
Q2 2021$560,000
+153.4%
2,362
+135.7%
0.30%
+121.3%
Q1 2021$221,000
+380.4%
1,002
+349.3%
0.14%
+312.1%
Q4 2020$46,0002230.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders