Morton Capital Management LLC/CA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Morton Capital Management LLC/CA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders