WILLIAMS JONES & ASSOCIATES LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 956 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.33 and the average weighting 0.7%.

Quarter-by-quarter ownership
WILLIAMS JONES & ASSOCIATES LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2019$1,959,000
-2.9%
12,505
-5.2%
0.04%
-8.9%
Q1 2019$2,017,000
+15.1%
13,197
-0.6%
0.04%
-6.2%
Q4 2018$1,752,000
-13.2%
13,270
+6.9%
0.05%
+17.1%
Q3 2018$2,019,000
-0.9%
12,416
-5.1%
0.04%
-8.9%
Q2 2018$2,037,000
+9.5%
13,086
+3.3%
0.04%
+4.7%
Q1 2018$1,861,000
+0.3%
12,665
+0.8%
0.04%
+2.4%
Q4 2017$1,856,000
+11.6%
12,559
+6.7%
0.04%
+2.4%
Q3 2017$1,663,000
+4.4%
11,765
+0.1%
0.04%
+2.5%
Q2 2017$1,593,000
+0.2%
11,751
-1.5%
0.04%
-4.8%
Q1 2017$1,590,000
+11.7%
11,932
+8.1%
0.04%
+2.4%
Q4 2016$1,423,000
-9.4%
11,035
-14.1%
0.04%
-10.9%
Q3 2016$1,570,000
+7.4%
12,850
+1.7%
0.05%
+2.2%
Q2 2016$1,462,000
+41.5%
12,641
+36.5%
0.04%
-6.2%
Q1 2016$1,033,000
-37.1%
9,261
-37.6%
0.05%
-36.0%
Q4 2015$1,641,000
-1.1%
14,831
-3.6%
0.08%0.0%
Q3 2015$1,660,000
-82.8%
15,379
-80.6%
0.08%
-79.7%
Q2 2015$9,645,000
+7.0%
79,402
+8.0%
0.37%
+2.2%
Q1 2015$9,014,000
+13.8%
73,547
+8.3%
0.36%
+11.4%
Q4 2014$7,923,000
+1066.9%
67,915
+1006.1%
0.32%
+948.4%
Q3 2014$679,000
-10.4%
6,140
-5.2%
0.03%
-8.8%
Q2 2014$758,000
-50.7%
6,475
-52.4%
0.03%
+9.7%
Q1 2014$1,537,000
-12.7%
13,610
-15.0%
0.03%
-63.1%
Q4 2013$1,761,000
-28.6%
16,017
-33.5%
0.08%
-33.9%
Q3 2013$2,468,000
+703.9%
24,080
+634.1%
0.13%
+746.7%
Q2 2013$307,0003,2800.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders