Avantax Planning Partners, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,030,562
+2.3%
41,231
+8.0%
0.34%
+7.7%
Q2 2023$7,852,389
+4.7%
38,161
-0.9%
0.31%
+2.3%
Q1 2023$7,502,485
+9.3%
38,496
+0.8%
0.30%
+12.1%
Q4 2022$6,862,698
+11.5%
38,177
+5.8%
0.27%
-1.8%
Q3 2022$6,155,000
-10.1%
36,089
-7.6%
0.28%
-5.5%
Q2 2022$6,848,000
+419.2%
39,044
+559.7%
0.29%
+463.5%
Q1 2022$1,319,000
+21883.3%
5,918
+14334.1%
0.05%
Q3 2018$6,000
+20.0%
410.0%0.00%
Q1 2018$5,000410.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders