Roof Eidam Maycock Peralta, LLC - 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
Roof Eidam Maycock Peralta, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$546,330
+5.2%
2,805
+11.1%
0.18%
+3.4%
Q2 2023$519,569
+5.6%
2,5250.0%0.17%
-3.9%
Q1 2023$492,097
+8.4%
2,5250.0%0.18%
+12.4%
Q4 2022$453,894
+5.3%
2,5250.0%0.16%0.0%
Q3 2022$431,000
-2.7%
2,5250.0%0.16%
-1.2%
Q2 2022$443,000
-21.3%
2,5250.0%0.16%
-10.4%
Q1 2022$563,000
-12.4%
2,5250.0%0.18%
-16.1%
Q4 2021$643,000
+7.7%
2,5250.0%0.22%
-1.4%
Q3 2021$597,0000.0%2,5250.0%0.22%
-1.3%
Q2 2021$597,000
+10.1%
2,5250.0%0.22%
+6.7%
Q1 2021$542,000
+1.3%
2,5250.0%0.21%
+0.5%
Q4 2020$535,000
+17.6%
2,5250.0%0.21%
+17.5%
Q3 2020$455,000
+9.1%
2,5250.0%0.18%
+9.9%
Q2 2020$417,000
+30.3%
2,5250.0%0.16%
+20.1%
Q1 2020$320,000
-20.2%
2,5250.0%0.13%
-13.0%
Q4 2019$401,000
+7.2%
2,5250.0%0.15%
+1.3%
Q3 2019$374,000
-0.8%
2,5250.0%0.15%
-1.9%
Q2 2019$377,000
+4.7%
2,5250.0%0.16%
+9.2%
Q1 2019$360,000
+19.2%
2,5250.0%0.14%
-2.7%
Q4 2018$302,000
-16.1%
2,5250.0%0.15%
-10.4%
Q3 2018$360,000
+6.2%
2,5250.0%0.16%
+3.2%
Q2 2018$339,000
+3.7%
2,5250.0%0.16%0.0%
Q1 2018$327,000
+1.6%
2,5250.0%0.16%
+0.6%
Q4 2017$322,000
+4.9%
2,5250.0%0.16%
-0.6%
Q3 2017$307,000
+3.4%
2,5250.0%0.16%
+3.3%
Q2 2017$297,000
+4.2%
2,5250.0%0.15%
+4.1%
Q1 2017$285,000
+6.7%
2,5250.0%0.15%
+5.8%
Q4 2016$267,000
-0.7%
2,5250.0%0.14%
+10.3%
Q3 2016$269,000
+4.7%
2,5250.0%0.13%
-6.7%
Q2 2016$257,000
+1.6%
2,5250.0%0.14%
-24.2%
Q1 2016$253,000
+0.4%
2,5250.0%0.18%
-11.4%
Q4 2015$252,000
+2.4%
2,5250.0%0.20%
-12.6%
Q3 2015$246,000
-8.6%
2,5250.0%0.23%
+3.6%
Q2 2015$269,000
-1.5%
2,5250.0%0.22%
+0.9%
Q1 2015$273,000
+6.2%
2,5250.0%0.22%
+1.4%
Q4 2014$257,0002,5250.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders