ENCOMPASS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is and the CUSIP is 922908710. A total of 38 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,918,557
+0.9%
4,850
+4.7%
0.64%
+3.2%
Q2 2023$1,901,232
-10.4%
4,631
-17.3%
0.62%
-14.4%
Q1 2023$2,122,747
+7.5%
5,600
+0.4%
0.72%
+0.3%
Q4 2022$1,974,956
+6.8%
5,577
-0.3%
0.72%
+2.3%
Q3 2022$1,850,000
-7.3%
5,591
-2.1%
0.70%
-0.3%
Q2 2022$1,995,000
-16.4%
5,710
+0.0%
0.71%
+17.3%
Q1 2022$2,387,000
-4.4%
5,708
+0.5%
0.60%
-1.0%
Q4 2021$2,498,000
+10.8%
5,678
+0.1%
0.61%
+3.4%
Q3 2021$2,254,000
+0.5%
5,670
+0.3%
0.59%
+6.7%
Q2 2021$2,242,000
+3.4%
5,652
+0.3%
0.55%
-0.4%
Q1 2021$2,168,0005,6340.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Linker Capital Management Inc. 49,655$20,764,00020.65%
FULTON BANK, N.A. 134,705$56,328,0002.64%
ARVEST TRUST CO N A 30,239$12,645,0000.70%
ENTERPRISE FINANCIAL SERVICES CORP 9,137$3,821,0000.63%
ENCOMPASS WEALTH ADVISORS, LLC 5,708$2,387,0000.60%
Garde Capital, Inc. 12,414$5,191,0000.53%
NORTHSTAR ASSET MANAGEMENT Co LLC 3,336$1,395,0000.36%
MOTCO 11,848$4,955,0000.32%
NORTH STAR ASSET MANAGEMENT INC 12,152$5,082,0000.28%
NEVILLE RODIE & SHAW INC 7,333$3,077,0000.23%
View complete list of VANGUARD INDEX FDS shareholders