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 ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders