TRUSTMARK NATIONAL BANK TRUST DEPARTMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 479 filers reported holding VANGUARD INDEX FDS in Q2 2016. The put-call ratio across all filers is 0.35 and the average weighting 0.7%.

Quarter-by-quarter ownership
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$60,315,258
-6.8%
289,643
-1.4%
5.94%
-0.9%
Q2 2023$64,693,135
+1.9%
293,846
-2.4%
5.99%
+3.7%
Q1 2023$63,479,538
+16.5%
300,965
+12.5%
5.78%
+14.9%
Q4 2022$54,511,430
+13.9%
267,462
+5.1%
5.03%
+9.4%
Q3 2022$47,853,000
-6.2%
254,564
-1.8%
4.60%
+0.5%
Q2 2022$51,039,000
-17.2%
259,121
-0.1%
4.57%
-6.6%
Q1 2022$61,668,000
-20.4%
259,280
-14.7%
4.90%
-17.2%
Q4 2021$77,456,000
+8.2%
304,025
+0.6%
5.91%
+2.8%
Q3 2021$71,560,000
-2.2%
302,247
-2.0%
5.75%
-0.9%
Q2 2021$73,170,000
+6.9%
308,283
-0.3%
5.80%
+1.8%
Q1 2021$68,472,000
+19.2%
309,352
+11.3%
5.70%
+9.2%
Q4 2020$57,461,000
+15.8%
277,898
-1.3%
5.22%
+5.3%
Q3 2020$49,621,000
+5.6%
281,522
-1.8%
4.96%
+2.0%
Q2 2020$46,969,000
+18.3%
286,554
-5.0%
4.86%
+2.1%
Q1 2020$39,705,000
-38.6%
301,598
-16.9%
4.76%
-22.0%
Q4 2019$64,648,000
-6.4%
362,824
-12.0%
6.10%
-10.0%
Q3 2019$69,082,000
+3.7%
412,183
+3.4%
6.77%
+2.9%
Q2 2019$66,637,000
+4.1%
398,641
+0.1%
6.58%
+1.2%
Q1 2019$64,009,000
+18.6%
398,186
+1.9%
6.50%
+6.0%
Q4 2018$53,991,000
-16.2%
390,731
-0.4%
6.13%
-4.9%
Q3 2018$64,433,000
+12.7%
392,427
+8.2%
6.45%
-3.9%
Q2 2018$57,169,000
+42.9%
362,657
+39.8%
6.71%
+55.3%
Q1 2018$40,015,000
+4.6%
259,487
+5.0%
4.32%
+3.0%
Q4 2017$38,246,000
+10.4%
247,099
+4.9%
4.20%
+6.0%
Q3 2017$34,636,000
+9.4%
235,618
+6.0%
3.96%
+7.6%
Q2 2017$31,674,000
-6.2%
222,244
-8.3%
3.68%
-9.6%
Q1 2017$33,763,000
+25.7%
242,476
+18.9%
4.07%
+14.4%
Q4 2016$26,851,000
+346.0%
203,996
+338.5%
3.56%
+380.5%
Q3 2016$6,021,000
+2.1%
46,518
-2.5%
0.74%
-2.8%
Q2 2016$5,897,000
-10.5%
47,701
-12.2%
0.76%
-15.2%
Q1 2016$6,587,000
-7.0%
54,331
-7.9%
0.90%
-7.8%
Q4 2015$7,085,000
-9.3%
58,991
-11.9%
0.97%
-11.1%
Q3 2015$7,812,000
-34.8%
66,952
-28.8%
1.09%
-31.7%
Q2 2015$11,980,000
-43.9%
94,013
-41.6%
1.60%
-43.3%
Q1 2015$21,348,000
+19.5%
160,881
+11.3%
2.83%
+15.5%
Q4 2014$17,862,000
+20.0%
144,560
+14.0%
2.45%
+16.4%
Q3 2014$14,880,000
+18.3%
126,839
+19.7%
2.10%
+47.5%
Q2 2014$12,579,000
+14.5%
105,998
+9.5%
1.42%
+11.9%
Q1 2014$10,990,000
+32.7%
96,761
+28.6%
1.27%
+30.3%
Q4 2013$8,280,000
+12.3%
75,249
+4.5%
0.98%
+6.5%
Q3 2013$7,376,000
+22.7%
71,976
+13.9%
0.92%
+17.7%
Q2 2013$6,009,00063,1650.78%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2016
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders