AVANTAX ADVISORY SERVICES, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 727 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.5%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,534,749
+26.1%
18,148
+33.2%
0.04%
+25.0%
Q2 2023$2,804,223
+9.1%
13,628
+3.3%
0.03%
+3.2%
Q1 2023$2,570,841
+7.6%
13,191
-0.8%
0.03%
-3.1%
Q4 2022$2,390,238
+2.9%
13,297
-2.4%
0.03%
-11.1%
Q3 2022$2,323,000
+5.8%
13,620
+8.8%
0.04%
+9.1%
Q2 2022$2,195,000
-30.8%
12,517
-12.2%
0.03%
-25.0%
Q1 2022$3,171,000
+4.4%
14,250
+19.5%
0.04%
-4.3%
Q4 2021$3,037,000
+6.8%
11,920
-0.7%
0.05%
-2.1%
Q3 2021$2,844,000
+49.4%
12,007
+49.5%
0.05%
+34.3%
Q2 2021$1,903,000
+10.9%
8,034
+0.4%
0.04%
-5.4%
Q1 2021$1,716,000
+6.7%
8,004
+5.5%
0.04%
-2.6%
Q4 2020$1,608,000
-20.6%
7,585
-32.4%
0.04%
+18.8%
Q3 2020$2,025,000
+118.2%
11,218
+99.2%
0.03%
+18.5%
Q2 2020$928,000
+77.4%
5,632
+36.4%
0.03%
+68.8%
Q1 2020$523,000
-18.5%
4,128
+2.0%
0.02%
+6.7%
Q4 2019$642,000
+12.4%
4,047
+4.3%
0.02%
-34.8%
Q3 2019$571,000
+4.6%
3,879
+6.1%
0.02%
-4.2%
Q2 2019$546,000
+4.6%
3,656
+0.1%
0.02%
-14.3%
Q1 2019$522,000
+18.1%
3,653
-1.4%
0.03%
-62.2%
Q4 2018$442,0003,7040.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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