EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 827 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$292,953
-2.5%
1,2740.0%0.01%0.0%
Q1 2024$300,397
+7.4%
1,2740.0%0.01%0.0%
Q4 2023$279,733
+10.9%
1,274
-1.6%
0.01%0.0%
Q3 2023$252,228
-2.7%
1,295
+2.8%
0.01%0.0%
Q2 2023$259,2711,2600.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Truepoint, Inc. 957,178$128,654,00011.58%
Bryn Mawr Capital Management, LLC 87,216$11,723,00010.28%
BHK Investment Advisors, LLC 74,143$9,966,0006.93%
Waverly Advisors, LLC 327,061$43,960,0006.84%
Arrow Investment Advisors, LLC 135,434$18,204,0005.94%
Money Design Co.,Ltd. 108,847$14,630,0005.33%
CABANA LLC 145,997$19,623,0005.12%
Community Financial Services Group, LLC 96,724$13,000,0004.65%
Foundations Investment Advisors, LLC 118,116$15,876,0004.23%
WoodTrust Financial Corp 58,404$7,850,0004.12%
View complete list of VANGUARD INDEX FDS shareholders