SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,288
-9.0%
6,611
-3.9%
0.04%
-6.4%
Q2 2023$1,415
+12.6%
6,877
+6.7%
0.05%
+6.8%
Q1 2023$1,257
+2.9%
6,446
-5.1%
0.04%0.0%
Q4 2022$1,221
-99.9%
6,790
-2.6%
0.04%
-21.4%
Q3 2022$1,189,000
-5.0%
6,971
-2.2%
0.06%
-11.1%
Q2 2022$1,251,000
-21.3%
7,128
-0.1%
0.06%
-13.7%
Q1 2022$1,590,000
-17.1%
7,137
-5.3%
0.07%
-15.1%
Q4 2021$1,919,000
+4.6%
7,538
-2.8%
0.09%
-4.4%
Q3 2021$1,834,000
-7.0%
7,759
-7.0%
0.09%
+1.1%
Q2 2021$1,972,000
+1.1%
8,344
-8.2%
0.09%
-6.3%
Q1 2021$1,950,000
+1.0%
9,087
-0.2%
0.10%
-8.7%
Q4 2020$1,931,000
+5.0%
9,105
-10.8%
0.10%
-8.8%
Q3 2020$1,839,000
+1.0%
10,209
-7.5%
0.11%
-11.6%
Q2 2020$1,821,000
+0.9%
11,033
-22.5%
0.13%
-10.4%
Q1 2020$1,804,000
-36.5%
14,241
-20.4%
0.14%
-17.2%
Q4 2019$2,841,000
+0.2%
17,897
-6.5%
0.17%
-7.4%
Q3 2019$2,835,000
-3.2%
19,146
-2.4%
0.19%
-2.6%
Q2 2019$2,929,000
+5.3%
19,618
+0.7%
0.19%
-8.1%
Q1 2019$2,781,000
-2.7%
19,481
-18.4%
0.21%
-17.0%
Q4 2018$2,857,000
-20.8%
23,872
-5.7%
0.25%
-21.9%
Q3 2018$3,607,000
+1.0%
25,314
-4.7%
0.32%
-3.9%
Q2 2018$3,571,000
-0.8%
26,566
-4.4%
0.34%
-7.4%
Q1 2018$3,600,000
-10.2%
27,775
-11.6%
0.36%
-11.2%
Q4 2017$4,011,000
+2.5%
31,404
-2.3%
0.41%
-6.0%
Q3 2017$3,914,000
-55.9%
32,151
-57.4%
0.44%
-58.6%
Q2 2017$8,873,000
-2.0%
75,399
-6.0%
1.05%
-7.1%
Q1 2017$9,055,000
+20.7%
80,172
+12.9%
1.13%
+8.7%
Q4 2016$7,504,000
-15.1%
71,018
-14.5%
1.04%
-19.6%
Q3 2016$8,841,000
+0.5%
83,103
-3.7%
1.29%
-7.9%
Q2 2016$8,797,000
-10.4%
86,335
-11.9%
1.40%
-12.7%
Q1 2016$9,823,000
+2.7%
97,972
+2.2%
1.61%
-2.5%
Q4 2015$9,563,000
+3.3%
95,905
+0.7%
1.65%
-14.5%
Q3 2015$9,260,000
-1.4%
95,204
+8.0%
1.93%
-8.0%
Q2 2015$9,394,000
+5.0%
88,145
+6.5%
2.10%
-11.1%
Q1 2015$8,943,000
+1.3%
82,788
-4.7%
2.36%
-19.6%
Q4 2014$8,828,000
+7.0%
86,879
+1.3%
2.93%
-0.5%
Q3 2014$8,254,000
+9.4%
85,727
+9.5%
2.95%
+11.1%
Q2 2014$7,545,000
+21.4%
78,295
+16.7%
2.65%
+9.0%
Q1 2014$6,215,000
+19.7%
67,113
+16.7%
2.43%
-5.2%
Q4 2013$5,191,000
+24.1%
57,518
+17.2%
2.57%
+6.6%
Q3 2013$4,183,000
+33.6%
49,094
+22.5%
2.41%
+6.9%
Q2 2013$3,132,00040,0862.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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