FIRST UNITED BANK & TRUST - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 716 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 6.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
FIRST UNITED BANK & TRUST ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,749,152
-7.2%
19,250
-2.0%
1.74%
-2.8%
Q2 2023$4,040,732
+5.2%
19,638
-0.4%
1.80%
-0.4%
Q1 2023$3,841,693
+7.2%
19,713
-1.1%
1.80%
+3.0%
Q4 2022$3,584,636
+0.7%
19,942
-4.5%
1.75%
-2.3%
Q3 2022$3,561,000
-7.0%
20,883
-4.4%
1.79%
+1.8%
Q2 2022$3,830,000
-29.8%
21,839
-10.8%
1.76%
-17.9%
Q1 2022$5,456,000
-16.1%
24,488
-4.1%
2.14%
-10.7%
Q4 2021$6,505,000
+4.7%
25,547
-2.8%
2.40%
-5.1%
Q3 2021$6,213,000
-1.0%
26,292
-1.0%
2.53%
-3.6%
Q2 2021$6,278,000
+9.4%
26,562
-0.6%
2.63%
+7.1%
Q1 2021$5,737,000
+10.9%
26,734
+9.6%
2.45%
-1.9%
Q4 2020$5,172,000
+21.0%
24,390
+2.8%
2.50%
+4.4%
Q3 2020$4,273,000
+13.1%
23,720
+3.6%
2.39%
+7.1%
Q2 2020$3,779,000
+32.6%
22,893
+1.8%
2.24%
+9.8%
Q1 2020$2,850,000
-19.5%
22,496
+0.8%
2.04%
-0.2%
Q4 2019$3,542,000
+8.6%
22,311
+1.3%
2.04%
-0.4%
Q3 2019$3,261,000
-9.7%
22,018
-8.9%
2.05%
-4.0%
Q2 2019$3,610,000
+1.5%
24,179
-2.9%
2.13%
-2.7%
Q1 2019$3,555,000
+13.0%
24,901
-5.3%
2.19%
-0.6%
Q4 2018$3,145,000
-13.7%
26,281
+2.7%
2.21%
-3.4%
Q3 2018$3,645,000
+6.2%
25,581
+0.1%
2.28%
+0.4%
Q2 2018$3,433,000
+3.4%
25,545
-0.2%
2.28%
+4.2%
Q1 2018$3,319,000
+0.6%
25,606
-0.9%
2.18%
+1.4%
Q4 2017$3,299,000
+7.4%
25,830
+2.3%
2.15%
+4.7%
Q3 2017$3,073,000
+9.9%
25,243
+6.3%
2.06%
+8.6%
Q2 2017$2,795,000
+14.0%
23,751
+9.4%
1.89%
+10.2%
Q1 2017$2,451,000
+127.6%
21,702
+112.8%
1.72%
+111.6%
Q4 2016$1,077,00010,1970.81%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 314,982$33,568,00020.65%
Truepoint, Inc. 796,291$84,861,00012.76%
Quantitative Advantage, LLC 373,221$39,774,00010.25%
Arrow Investment Advisors, LLC 446,227$47,554,0009.57%
IBBOTSON ASSOCIATES INC 87,251$9,298,0006.26%
Avior Wealth Management, LLC 55,828$5,950,0004.64%
Cranbrook Wealth Management, LLC 70,138$7,475,0004.29%
FundX Investment Group, LLC 78,123$8,326,0003.45%
Community Financial Services Group, LLC 67,348$7,177,0003.42%
CHURCHILL MANAGEMENT Corp 893,131$95,181,0003.39%
View complete list of VANGUARD INDEX FDS shareholders