ProVise Management Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 506 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,820,065
-5.6%
9,344
-0.3%
0.17%
-3.4%
Q2 2023$1,928,824
-0.4%
9,374
-5.6%
0.18%
-5.4%
Q1 2023$1,936,366
+6.5%
9,935
-1.8%
0.18%
+0.5%
Q4 2022$1,818,576
+2.3%
10,116
-2.9%
0.18%
-7.1%
Q3 2022$1,777,000
-5.2%
10,422
-2.5%
0.20%
-1.0%
Q2 2022$1,875,000
-24.3%
10,690
-3.9%
0.20%
-14.5%
Q1 2022$2,478,000
-13.9%
11,123
-1.6%
0.23%
-10.3%
Q4 2021$2,878,000
-8.5%
11,305
-15.1%
0.26%
-16.1%
Q3 2021$3,146,000
-8.0%
13,315
-8.0%
0.31%
-10.9%
Q2 2021$3,420,000
-35.6%
14,468
-41.6%
0.35%
-39.0%
Q1 2021$5,312,000
-0.7%
24,753
-1.9%
0.57%
-7.4%
Q4 2020$5,351,000
+17.6%
25,231
-0.1%
0.62%
+1.5%
Q3 2020$4,549,000
+6.2%
25,252
-2.7%
0.61%
-1.0%
Q2 2020$4,283,000
+32.8%
25,945
+1.9%
0.62%
+13.7%
Q1 2020$3,226,000
-20.4%
25,460
-0.2%
0.54%
+8.6%
Q4 2019$4,051,000
+7.2%
25,514
-0.0%
0.50%
-0.6%
Q3 2019$3,780,000
-7.3%
25,520
-6.5%
0.50%
-8.2%
Q2 2019$4,076,000
+3.6%
27,297
-1.0%
0.55%
-1.1%
Q1 2019$3,936,000
+17.6%
27,569
-1.4%
0.55%
+4.3%
Q4 2018$3,347,000
-13.5%
27,968
+2.9%
0.53%
+3.9%
Q3 2018$3,871,000
+4.1%
27,167
-1.8%
0.51%
+81.8%
Q2 2018$3,719,000
+1.4%
27,671
-2.2%
0.28%
-48.1%
Q1 2018$3,668,000
-9.2%
28,301
-10.5%
0.54%
-6.7%
Q4 2017$4,038,000
+4.0%
31,622
-0.8%
0.58%
+2.8%
Q3 2017$3,881,000
+3.5%
31,879
+0.1%
0.56%
-1.1%
Q2 2017$3,750,000
+5.1%
31,863
+0.9%
0.57%
-0.7%
Q1 2017$3,567,000
+6.6%
31,578
-0.3%
0.57%
+0.7%
Q4 2016$3,347,000
-5.8%
31,673
-5.1%
0.57%
-7.6%
Q3 2016$3,552,000
+7.6%
33,389
+3.0%
0.62%
+1.5%
Q2 2016$3,302,000
+21.1%
32,408
+19.2%
0.61%
+8.4%
Q1 2016$2,727,000
+0.6%
27,195
-0.0%
0.56%
-1.6%
Q4 2015$2,712,000
+34.1%
27,198
+30.8%
0.57%
+21.3%
Q3 2015$2,022,000
-4.4%
20,786
+4.8%
0.47%
+4.2%
Q2 2015$2,115,000
-1.1%
19,842
+0.2%
0.45%
-0.7%
Q1 2015$2,139,000
-44.6%
19,802
-47.9%
0.45%
+9.2%
Q4 2014$3,862,000
+138.8%
38,000
+126.3%
0.42%
+18.2%
Q3 2014$1,617,000
+5.3%
16,790
+5.3%
0.35%
+5.4%
Q2 2014$1,536,00015,9400.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
SWAN Capital LLC 61,402$11,959,1719.54%
BHK Investment Advisors, LLC 106,011$20,647,7069.50%
STEPHENS GROUP ASSET MANAGEMENT, LLC 431,212$83,987,1619.04%
Axiom Advisory, LLC 40,794$7,945,4607.15%
Trust Co 226,435$44,101,5857.11%
Pacific Life Fund Advisors LLC 336,836$65,605,5486.94%
Davis Investment Partners, LLC 67,620$12,928,5776.88%
Praetorian Wealth Management, Inc. 108,901$21,210,6476.74%
Truepoint, Inc. 1,026,813$199,992,4116.43%
Hyperion Partners, LLC 34,949$6,806,9695.88%
View complete list of VANGUARD INDEX FDS shareholders