BOK Financial Private Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
BOK Financial Private Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$160,319
-5.5%
823
-0.1%
0.01%0.0%
Q2 2023$169,580
-9.4%
824
-14.2%
0.01%
-6.7%
Q1 2023$187,118
-12.3%
960
-19.1%
0.02%
-16.7%
Q4 2022$213,397
+5.6%
1,1870.0%0.02%0.0%
Q3 2022$202,000
+0.5%
1,187
+3.6%
0.02%0.0%
Q2 2022$201,000
-18.6%
1,146
+3.2%
0.02%0.0%
Q1 2022$247,000
-12.7%
1,110
-0.2%
0.02%
-10.0%
Q4 2021$283,000
-4.1%
1,112
-11.0%
0.02%
-16.7%
Q3 2021$295,000
-5.1%
1,250
-5.1%
0.02%
-4.0%
Q2 2021$311,000
-9.3%
1,317
-17.5%
0.02%
-19.4%
Q1 2021$343,000
+39.4%
1,596
+37.5%
0.03%
+34.8%
Q4 2020$246,000
+17.1%
1,161
-0.2%
0.02%
+4.5%
Q3 2020$210,000
-10.3%
1,163
-36.6%
0.02%
-40.5%
Q4 2017$234,000
+4.9%
1,8350.0%0.04%0.0%
Q3 2017$223,000
+3.2%
1,8350.0%0.04%
+19.4%
Q2 2017$216,000
+4.3%
1,8350.0%0.03%
+6.9%
Q1 2017$207,0001,8350.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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