Morton Capital Management LLC/CA - 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
Morton Capital Management LLC/CA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$373,391
+20.4%
1,542
+24.3%
0.09%
+6.0%
Q1 2024$310,151
-0.8%
1,241
-7.7%
0.08%
-9.7%
Q4 2023$312,669
+28.8%
1,344
+15.3%
0.09%
+8.1%
Q3 2023$242,808
-0.7%
1,166
+5.0%
0.09%
+2.4%
Q2 2023$244,598
+4.4%
1,1110.0%0.08%
+1.2%
Q1 2023$234,333
+3.5%
1,1110.0%0.08%
-5.7%
Q4 2022$226,433
+8.4%
1,1110.0%0.09%
-7.4%
Q3 2022$208,846
-4.6%
1,1110.0%0.10%0.0%
Q2 2022$218,834
-17.2%
1,1110.0%0.10%
-12.0%
Q1 2022$264,241
-6.6%
1,1110.0%0.11%
-6.1%
Q4 2021$283,0501,1110.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders