HM PAYSON & CO - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,119,707
-11.2%
5,377
-6.1%
0.03%
-7.1%
Q2 2023$1,260,857
-11.4%
5,727
-15.1%
0.03%
-17.6%
Q1 2023$1,422,559
+5.2%
6,745
+1.6%
0.03%0.0%
Q4 2022$1,352,797
+8.4%
6,6380.0%0.03%0.0%
Q3 2022$1,248,000
+31.0%
6,638
+37.2%
0.03%
+41.7%
Q2 2022$953,000
-23.5%
4,838
-7.5%
0.02%
-14.3%
Q1 2022$1,245,000
+7.3%
5,233
+14.9%
0.03%
+12.0%
Q4 2021$1,160,000
+7.6%
4,5530.0%0.02%
-3.8%
Q3 2021$1,078,000
-0.2%
4,553
+0.0%
0.03%0.0%
Q2 2021$1,080,000
+5.2%
4,552
-1.9%
0.03%
-3.7%
Q1 2021$1,027,000
+5.5%
4,641
-1.4%
0.03%0.0%
Q4 2020$973,000
+17.4%
4,7060.0%0.03%
+3.8%
Q3 2020$829,000
+8.9%
4,706
+1.4%
0.03%0.0%
Q2 2020$761,000
+24.5%
4,6410.0%0.03%
+8.3%
Q1 2020$611,000
-30.0%
4,641
-5.3%
0.02%
-14.3%
Q4 2019$873,000
+6.3%
4,9000.0%0.03%
-3.4%
Q3 2019$821,000
-1.1%
4,900
-1.3%
0.03%
-3.3%
Q2 2019$830,000
+21.7%
4,965
+14.8%
0.03%
+3.4%
Q2 2018$682,000
+6.2%
4,326
+4.0%
0.03%
+11.5%
Q1 2018$642,000
-8.4%
4,159
-8.2%
0.03%
-7.1%
Q4 2017$701,000
+59.3%
4,532
+51.4%
0.03%
+47.4%
Q3 2017$440,000
-25.4%
2,994
-27.6%
0.02%
-29.6%
Q2 2017$590,000
+2.4%
4,1380.0%0.03%
+3.8%
Q1 2017$576,000
+2.9%
4,138
-2.6%
0.03%
-3.7%
Q4 2016$560,0004,2490.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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