BERKSHIRE ASSET MANAGEMENT LLC/PA - 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
BERKSHIRE ASSET MANAGEMENT LLC/PA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,413,717
-2.5%
74,019
+3.1%
0.96%
+2.5%
Q2 2023$15,809,249
+3.6%
71,808
-0.7%
0.94%
-0.4%
Q1 2023$15,254,367
+3.5%
72,323
-0.0%
0.94%
-0.4%
Q4 2022$14,744,023
+8.1%
72,342
-0.3%
0.95%
-2.0%
Q3 2022$13,634,000
-4.3%
72,528
+0.3%
0.96%
+3.7%
Q2 2022$14,242,000
-13.2%
72,306
+4.8%
0.93%
-10.0%
Q1 2022$16,405,000
-4.8%
68,975
+2.0%
1.04%
-1.3%
Q4 2021$17,224,000
+8.0%
67,606
+0.4%
1.05%
-1.7%
Q3 2021$15,948,000
+0.9%
67,359
+1.1%
1.07%
-0.1%
Q2 2021$15,811,000
+7.5%
66,613
+0.2%
1.07%
-2.1%
Q1 2021$14,713,000
+7.6%
66,472
+0.5%
1.09%
+3.7%
Q4 2020$13,671,000
+19.8%
66,116
+2.2%
1.05%
-4.5%
Q3 2020$11,408,000
+8.4%
64,720
+0.8%
1.10%
+13.6%
Q2 2020$10,528,000
+10.7%
64,233
-11.1%
0.97%
-2.1%
Q1 2020$9,511,000
-15.1%
72,245
+15.0%
0.99%
+4.0%
Q4 2019$11,198,000
+6.9%
62,848
+0.6%
0.95%
+5.5%
Q3 2019$10,471,000
+1.3%
62,479
+1.0%
0.90%
+5.4%
Q2 2019$10,341,000
+6.2%
61,863
+2.2%
0.86%
+3.6%
Q1 2019$9,734,000
+18.7%
60,555
+2.0%
0.83%
+7.8%
Q4 2018$8,202,000
-16.5%
59,355
-0.8%
0.77%
-7.9%
Q3 2018$9,821,000
+1.7%
59,812
-2.3%
0.83%
-8.0%
Q2 2018$9,653,000
+5.9%
61,235
+3.6%
0.90%
+2.1%
Q1 2018$9,119,000
+1.8%
59,135
+2.2%
0.88%
+1.8%
Q4 2017$8,959,000
+5.3%
57,8850.0%0.87%
-8.4%
Q3 2017$8,509,000
-3.9%
57,885
-6.8%
0.95%
-5.8%
Q2 2017$8,851,000
+2.3%
62,1050.0%1.01%
-1.9%
Q1 2017$8,648,000
+6.9%
62,105
+1.1%
1.03%
-1.7%
Q4 2016$8,089,000
-4.8%
61,455
-6.3%
1.04%
-14.4%
Q3 2016$8,493,000
-7.5%
65,616
-11.6%
1.22%
-12.6%
Q2 2016$9,181,000
+2.0%
74,2600.0%1.40%
-0.3%
Q1 2016$9,003,000
+12.4%
74,260
+11.4%
1.40%
+5.7%
Q4 2015$8,009,000
+11.3%
66,684
+8.2%
1.32%
+3.3%
Q3 2015$7,194,000
+3.2%
61,657
+12.7%
1.28%
+9.6%
Q2 2015$6,971,000
-1.2%
54,705
+2.8%
1.17%
-0.8%
Q1 2015$7,059,000
+38.5%
53,194
+29.0%
1.18%
+35.0%
Q4 2014$5,095,000
+1.8%
41,235
-3.4%
0.88%
-5.2%
Q3 2014$5,007,000
+2.7%
42,682
+3.9%
0.92%
+2.0%
Q2 2014$4,875,000
+4.4%
41,078
-0.1%
0.90%
+0.6%
Q1 2014$4,670,000
+3.6%
41,119
+0.4%
0.90%
+5.9%
Q4 2013$4,508,000
+156.1%
40,972
+138.5%
0.85%
+100.9%
Q3 2013$1,760,000
+8.5%
17,178
+0.8%
0.42%
-5.8%
Q2 2013$1,622,00017,0500.45%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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