COLONY GROUP LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 523 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.5%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,919
-16.8%
20,123
-12.1%
0.06%
-11.9%
Q2 2023$4,713
+20.9%
22,903
+14.5%
0.07%
+15.5%
Q1 2023$3,897
-18.3%
19,994
-24.6%
0.06%
-13.4%
Q4 2022$4,768
-99.9%
26,527
+2.9%
0.07%
-14.1%
Q3 2022$4,397,000
-9.5%
25,785
-6.9%
0.08%
-7.1%
Q2 2022$4,857,000
-21.8%
27,693
-0.7%
0.08%
-9.7%
Q1 2022$6,212,000
-20.8%
27,881
-9.5%
0.09%
-32.6%
Q4 2021$7,844,000
+48.1%
30,808
+37.5%
0.14%
+35.3%
Q3 2021$5,296,000
-1.3%
22,412
-1.3%
0.10%
-4.7%
Q2 2021$5,364,000
+3.8%
22,697
-5.8%
0.11%
-1.8%
Q1 2021$5,169,000
-1.0%
24,089
-2.1%
0.11%
-9.2%
Q4 2020$5,219,000
+15.0%
24,612
-2.3%
0.12%
+1.7%
Q3 2020$4,540,000
+8.0%
25,203
-1.0%
0.12%
-3.3%
Q2 2020$4,203,000
+27.2%
25,462
-2.3%
0.12%
+14.0%
Q1 2020$3,303,000
-19.1%
26,072
+1.3%
0.11%
+3.9%
Q4 2019$4,085,000
+10.0%
25,725
+2.6%
0.10%
-12.7%
Q3 2019$3,714,000
-1.1%
25,075
-0.4%
0.12%
-0.8%
Q2 2019$3,757,000
+4.2%
25,166
-0.4%
0.12%
-21.2%
Q1 2019$3,607,000
+20.1%
25,267
+0.7%
0.15%
+4.1%
Q4 2018$3,004,000
-14.7%
25,097
+1.6%
0.14%
-17.6%
Q3 2018$3,521,000
+1.4%
24,709
-4.3%
0.18%
-2.8%
Q2 2018$3,471,000
+3.7%
25,825
+0.0%
0.18%
-0.5%
Q1 2018$3,347,000
-0.4%
25,824
-1.9%
0.18%
-13.7%
Q4 2017$3,361,000
-0.6%
26,314
-5.3%
0.21%
-8.7%
Q3 2017$3,382,000
+2.6%
27,780
-0.8%
0.23%
-1.7%
Q2 2017$3,295,000
+22.8%
28,001
+17.8%
0.24%
-7.1%
Q1 2017$2,684,000
+24.5%
23,765
+16.5%
0.25%
+9.5%
Q4 2016$2,155,000
+38.6%
20,392
+39.5%
0.23%
+33.5%
Q3 2016$1,555,000
+13.3%
14,621
+8.5%
0.17%
+14.6%
Q2 2016$1,373,000
+4.3%
13,478
+2.7%
0.15%
-0.7%
Q1 2016$1,316,000
+3.5%
13,124
+2.9%
0.15%
+31.0%
Q4 2015$1,272,000
+7.8%
12,752
+5.2%
0.12%
-15.3%
Q3 2015$1,180,000
+3.7%
12,126
+13.5%
0.14%
+14.2%
Q2 2015$1,138,000
-4.0%
10,680
-2.7%
0.12%
-8.4%
Q1 2015$1,186,000
+10.4%
10,975
+3.8%
0.13%
+17.0%
Q4 2014$1,074,000
+21.2%
10,573
+14.9%
0.11%
+13.1%
Q3 2014$886,000
+8.6%
9,199
+8.6%
0.10%
-9.2%
Q2 2014$816,000
+32.5%
8,469
+27.4%
0.11%
+31.3%
Q1 2014$616,000
+4.8%
6,647
+1.9%
0.08%
+1.2%
Q4 2013$588,0006,5200.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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