PRIO WEALTH LIMITED PARTNERSHIP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 364 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 1.44 and the average weighting 0.4%.

Quarter-by-quarter ownership
PRIO WEALTH LIMITED PARTNERSHIP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,103,373
-6.0%
5,665
-0.7%
0.04%0.0%
Q2 2023$1,173,918
+2.9%
5,705
-2.6%
0.04%
-4.5%
Q1 2023$1,141,081
+8.4%
5,8550.0%0.04%
+4.8%
Q4 2022$1,052,495
+5.4%
5,8550.0%0.04%
-2.3%
Q3 2022$998,512
-3.7%
5,855
-1.0%
0.04%
+4.9%
Q2 2022$1,037,373
+77839.4%
5,915
-1.0%
0.04%
-6.8%
Q1 2022$1,331
-99.9%
5,9750.0%0.04%
-6.4%
Q4 2021$1,521,000
+7.7%
5,9750.0%0.05%
-2.1%
Q3 2021$1,412,0000.0%5,9750.0%0.05%0.0%
Q2 2021$1,412,000
+10.1%
5,9750.0%0.05%
+4.3%
Q1 2021$1,282,000
+1.2%
5,9750.0%0.05%
-4.2%
Q4 2020$1,267,000
+17.8%
5,9750.0%0.05%
+6.7%
Q3 2020$1,076,000
+9.1%
5,9750.0%0.04%0.0%
Q2 2020$986,000
+30.3%
5,9750.0%0.04%
+7.1%
Q1 2020$757,000
-20.2%
5,9750.0%0.04%
+5.0%
Q4 2019$949,000
+6.9%
5,975
-0.3%
0.04%
-2.4%
Q3 2019$888,000
-0.8%
5,9950.0%0.04%0.0%
Q2 2019$895,000
+5.4%
5,995
+0.8%
0.04%
+2.5%
Q1 2019$849,000
-29.0%
5,950
-40.5%
0.04%
-37.5%
Q4 2018$1,196,000
-16.0%
9,9950.0%0.06%
-1.5%
Q3 2018$1,424,000
+6.0%
9,9950.0%0.06%
-1.5%
Q2 2018$1,343,000
+3.7%
9,9950.0%0.07%
+1.5%
Q1 2018$1,295,000
+1.0%
9,995
-0.4%
0.06%
+8.3%
Q4 2017$1,282,000
+4.9%
10,0400.0%0.06%0.0%
Q3 2017$1,222,000
+3.4%
10,040
-0.1%
0.06%
+1.7%
Q2 2017$1,182,000
+4.1%
10,0500.0%0.06%
+1.7%
Q1 2017$1,135,000
+6.6%
10,050
-0.3%
0.06%
+1.8%
Q4 2016$1,065,000
-1.7%
10,080
-1.0%
0.06%
-1.7%
Q3 2016$1,083,000
+4.9%
10,180
+0.5%
0.06%
+1.8%
Q2 2016$1,032,000
+1.7%
10,1300.0%0.06%
+3.6%
Q1 2016$1,015,000
+0.5%
10,1300.0%0.06%0.0%
Q4 2015$1,010,000
+2.9%
10,130
+0.2%
0.06%
-1.8%
Q3 2015$982,000
-8.6%
10,105
+0.2%
0.06%
+1.8%
Q2 2015$1,074,000
-12.7%
10,085
-11.5%
0.06%
-9.8%
Q1 2015$1,230,000
+18.3%
11,395
+11.2%
0.06%
+17.3%
Q4 2014$1,040,000
+103.1%
10,245
+92.4%
0.05%
+100.0%
Q3 2014$512,000
+8.0%
5,325
+8.1%
0.03%
+8.3%
Q2 2014$474,000
-3.3%
4,925
-7.1%
0.02%
-4.0%
Q1 2014$490,000
+112.1%
5,300
+106.2%
0.02%
+108.3%
Q4 2013$231,000
+6.9%
2,570
+1.2%
0.01%0.0%
Q3 2013$216,000
+8.0%
2,540
-1.2%
0.01%0.0%
Q2 2013$200,0002,5700.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 410,751$97,081,00010.03%
Truepoint, Inc. 762,319$180,174,0009.97%
BHK Investment Advisors, LLC 96,165$22,729,0009.28%
Fulcrum Capital LLC 153,821$36,356,0009.12%
Bryn Mawr Capital Management, LLC 70,928$16,764,0007.59%
Waverly Advisors, LLC 333,121$80,798,0007.45%
Praetorian Wealth Management, Inc. 86,729$20,498,0006.85%
Goepper Burkhardt LLC 38,127$9,011,0005.69%
ERTS Wealth Advisors, LLC 84,075$19,885,0005.38%
Parcion Private Wealth LLC 225,848$53,379,0005.35%
View complete list of VANGUARD INDEX FDS shareholders