High Pines Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
High Pines Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,929,157
+15.3%
23,671
+21.9%
8.11%
+24.5%
Q2 2023$4,273,422
+6.9%
19,411
+2.4%
6.51%
-1.9%
Q1 2023$3,998,084
+3.3%
18,955
-0.2%
6.64%
-2.2%
Q4 2022$3,871,448
+9.1%
18,995
+0.7%
6.79%
+0.2%
Q3 2022$3,547,000
-4.2%
18,868
+0.4%
6.77%
-0.8%
Q2 2022$3,701,000
-22.7%
18,792
-6.6%
6.83%
+94.1%
Q1 2022$4,785,000
-5.6%
20,117
+1.1%
3.52%
-0.4%
Q4 2021$5,071,000
+16.8%
19,906
+8.6%
3.53%
+18.6%
Q3 2021$4,341,000
-2.0%
18,336
-1.7%
2.98%
-10.8%
Q2 2021$4,429,000
+6.0%
18,660
-1.2%
3.34%
-9.5%
Q1 2021$4,179,000
+7.3%
18,880
+0.2%
3.69%
+2.5%
Q4 2020$3,896,00018,8423.60%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders