High Pines Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,561 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.

Quarter-by-quarter ownership
High Pines Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$5,739,392
+16.4%
24,671
+4.2%
8.75%
+7.9%
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 Q1 2022
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 994,940$177,278,00017.25%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 126,697$22,585,00016.77%
TL Private Wealth 87,762$16,054,00013.88%
Riverpoint Wealth Management Holdings, LLC 185,788$33,104,00013.14%
Cornerstone Advisors, Inc. 567,745$101,161,00012.26%
Paracle Advisors, LLC 282,318$50,303,00011.71%
SEARCY FINANCIAL SERVICES INC /ADV 86,657$15,440,00011.08%
Northwest Quadrant Wealth Management, LLC 130,644$23,175,0009.56%
McIlrath & Eck, LLC 110,194$19,634,0009.42%
Nadler Financial Group, Inc. 207,285$36,934,0009.12%
View complete list of VANGUARD INDEX FDS shareholders