PINNACLE ASSOCIATES LTD - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,718,716
-5.9%
41,869
-0.5%
0.16%
+0.6%
Q2 2023$9,267,766
+15.6%
42,096
+10.7%
0.16%
-1.8%
Q1 2023$8,020,358
+6.0%
38,026
+2.4%
0.16%
-0.6%
Q4 2022$7,565,547
+0.3%
37,121
-7.5%
0.16%
-4.6%
Q3 2022$7,546,000
-1.8%
40,144
+2.9%
0.17%
+3.0%
Q2 2022$7,685,000
-46.0%
39,018
-34.8%
0.17%
-33.3%
Q1 2022$14,225,000
+32.7%
59,808
+42.2%
0.25%
+36.2%
Q4 2021$10,717,000
+22.2%
42,067
+13.6%
0.18%
+14.2%
Q3 2021$8,771,000
+1.8%
37,047
+2.1%
0.16%
+3.8%
Q2 2021$8,614,000
+15.7%
36,291
+7.9%
0.16%
+9.9%
Q1 2021$7,445,000
+9.2%
33,638
+2.0%
0.14%
+2.9%
Q4 2020$6,819,000
+20.7%
32,981
+2.9%
0.14%
+3.0%
Q3 2020$5,649,000
+24.1%
32,047
+15.4%
0.13%
+19.6%
Q2 2020$4,551,000
+25.6%
27,766
+0.9%
0.11%
+1.8%
Q1 2020$3,624,000
-32.7%
27,526
-8.9%
0.11%
-6.8%
Q4 2019$5,386,000
+5.2%
30,228
-1.0%
0.12%
-2.5%
Q3 2019$5,119,000
+1.2%
30,546
+1.0%
0.12%
+2.5%
Q2 2019$5,058,000
+2.4%
30,256
-1.5%
0.12%
+5.4%
Q1 2019$4,938,000
+15.5%
30,719
-0.7%
0.11%
+1.8%
Q4 2018$4,276,000
-22.9%
30,947
-8.4%
0.11%
-4.3%
Q3 2018$5,549,000
+3.0%
33,798
-1.1%
0.12%
+3.6%
Q2 2018$5,386,000
+3.9%
34,168
+1.7%
0.11%
+8.8%
Q1 2018$5,183,000
+95.7%
33,607
+96.4%
0.10%
+100.0%
Q4 2017$2,649,000
+10.9%
17,112
+5.3%
0.05%
+15.9%
Q3 2017$2,388,000
+4.4%
16,246
+1.2%
0.04%0.0%
Q2 2017$2,287,000
+1.9%
16,049
-0.4%
0.04%
+2.3%
Q1 2017$2,244,000
+4.8%
16,119
-0.9%
0.04%0.0%
Q4 2016$2,141,000
+87.6%
16,263
+84.4%
0.04%
+87.0%
Q3 2016$1,141,000
+19.6%
8,818
+14.3%
0.02%
+9.5%
Q2 2016$954,000
+4.5%
7,718
+2.5%
0.02%
+5.0%
Q1 2016$913,000
+1.1%
7,533
+0.2%
0.02%
+5.3%
Q4 2015$903,000
+10.9%
7,520
+7.8%
0.02%
+5.6%
Q3 2015$814,000
-2.0%
6,975
+6.9%
0.02%
+20.0%
Q2 2015$831,000
+2.2%
6,525
+6.5%
0.02%0.0%
Q1 2015$813,000
+4.9%
6,125
-2.4%
0.02%0.0%
Q4 2014$775,000
+5.3%
6,2750.0%0.02%0.0%
Q3 2014$736,000
-2.8%
6,275
-1.6%
0.02%0.0%
Q2 2014$757,000
+0.4%
6,375
-3.9%
0.02%0.0%
Q1 2014$754,000
+3.3%
6,6350.0%0.02%
+7.1%
Q4 2013$730,000
+5.3%
6,635
-1.8%
0.01%0.0%
Q3 2013$693,000
+15.9%
6,760
+7.6%
0.01%
+7.7%
Q2 2013$598,0006,2850.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders