MONETA GROUP INVESTMENT ADVISORS 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
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$53,614,802
+0.3%
275,272
+6.0%
1.22%
+3.0%
Q2 2023$53,435,685
+19.5%
259,686
+13.2%
1.18%
+10.1%
Q1 2023$44,725,487
+36.0%
229,491
+36.6%
1.07%
+19.2%
Q4 2022$32,890,987
+34.1%
167,991
+16.8%
0.90%
-3.5%
Q3 2022$24,532,000
-12.6%
143,849
-10.1%
0.93%
-2.5%
Q2 2022$28,074,000
+29.5%
160,075
+64.5%
0.96%
+12.6%
Q1 2022$21,680,000
+5.8%
97,303
+20.9%
0.85%
+2.2%
Q4 2021$20,486,000
+12.9%
80,457
+4.8%
0.83%
-0.4%
Q3 2021$18,145,000
+18.3%
76,788
+18.3%
0.84%
+18.4%
Q2 2021$15,337,000
+12.7%
64,891
+2.3%
0.71%
-1.9%
Q1 2021$13,613,000
+8.2%
63,437
+7.0%
0.72%
-20.4%
Q4 2020$12,577,000
+19.1%
59,306
+1.1%
0.90%
-1.6%
Q3 2020$10,562,000
+2.4%
58,632
-6.1%
0.92%
-6.1%
Q2 2020$10,312,000
+32.2%
62,467
+1.5%
0.98%
+20.7%
Q1 2020$7,800,000
-8.1%
61,568
+15.2%
0.81%
+13.9%
Q4 2019$8,483,000
+4.2%
53,426
-2.8%
0.71%
-6.4%
Q3 2019$8,138,000
-0.9%
54,946
-0.0%
0.76%
-5.9%
Q2 2019$8,208,000
-0.1%
54,973
-4.4%
0.81%
-5.7%
Q1 2019$8,213,000
+21.9%
57,526
+2.2%
0.86%
+6.7%
Q4 2018$6,739,000
+27.0%
56,304
+51.2%
0.80%
+48.1%
Q3 2018$5,308,000
+61.1%
37,246
+51.9%
0.54%
+50.4%
Q2 2018$3,295,000
+17.2%
24,517
+13.0%
0.36%
-3.5%
Q1 2018$2,812,000
+169.9%
21,696
+165.8%
0.37%
+136.7%
Q4 2017$1,042,000
+8.0%
8,162
+2.9%
0.16%
+5.3%
Q3 2017$965,000
+5.7%
7,929
+2.2%
0.15%
+0.7%
Q2 2017$913,0007,7590.15%
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