CIBC Private Wealth Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 712 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,935,386
-54.2%
20,205
-51.6%
0.01%0.0%
Q2 2023$8,590,660
+24.9%
41,748
-2.3%
0.01%
+12.5%
Q1 2023$6,876,270
-0.5%
42,712
+1.4%
0.01%
-65.2%
Q4 2022$6,908,482
+64.6%
42,127
+71.1%
0.02%
+109.1%
Q3 2022$4,198,000
+9.9%
24,619
+13.0%
0.01%
+10.0%
Q2 2022$3,820,000
-21.4%
21,781
-0.1%
0.01%
-9.1%
Q1 2022$4,857,000
-12.4%
21,802
+0.1%
0.01%
-8.3%
Q4 2021$5,547,000
-1.6%
21,788
-8.6%
0.01%
-7.7%
Q3 2021$5,635,000
+0.2%
23,851
+0.2%
0.01%0.0%
Q2 2021$5,626,000
+8.7%
23,802
-1.3%
0.01%0.0%
Q1 2021$5,177,000
+7.1%
24,126
+5.9%
0.01%0.0%
Q4 2020$4,832,000
+23.1%
22,785
+4.6%
0.01%
+8.3%
Q3 2020$3,924,000
+25.3%
21,784
+14.9%
0.01%
-20.0%
Q2 2020$3,131,000
+12.9%
18,966
-13.4%
0.02%
+25.0%
Q1 2020$2,774,000
-22.7%
21,890
-3.1%
0.01%0.0%
Q4 2019$3,587,000
+7.2%
22,589
+0.0%
0.01%0.0%
Q3 2019$3,346,000
+0.5%
22,588
+1.3%
0.01%0.0%
Q2 2019$3,329,000
-10.2%
22,292
-14.1%
0.01%
-14.3%
Q1 2019$3,706,000
-47.3%
25,954
-55.8%
0.01%
-54.8%
Q4 2018$7,032,000
+1491.0%
58,749
+1793.9%
0.03%
+1450.0%
Q3 2018$442,000
+19.5%
3,102
+12.8%
0.00%0.0%
Q2 2018$370,000
+3.9%
2,7500.0%0.00%0.0%
Q1 2018$356,000
+1.4%
2,750
+0.0%
0.00%
+100.0%
Q4 2017$351,000
+4.8%
2,7490.0%0.00%
-50.0%
Q3 2017$335,0002,7490.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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