SOL Capital Management CO - 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
SOL Capital Management CO ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,332
-11.3%
11,972
-6.3%
0.36%
-9.3%
Q2 2023$2,628
-99.9%
12,772
+2.1%
0.40%
-0.5%
Q1 2023$2,438,464
+13.9%
12,512
+5.1%
0.40%
+5.5%
Q4 2022$2,140,043
+34.0%
11,905
+27.1%
0.38%
+14.2%
Q3 2022$1,597,000
-6.3%
9,364
-3.7%
0.33%
-3.8%
Q2 2022$1,705,000
-18.4%
9,719
+3.6%
0.34%
-8.7%
Q1 2022$2,090,000
-13.7%
9,379
-1.4%
0.38%
-13.7%
Q4 2021$2,421,000
+8.0%
9,509
+0.3%
0.44%
-1.8%
Q3 2021$2,241,000
-1.2%
9,484
-1.1%
0.45%
-0.7%
Q2 2021$2,268,000
+4.9%
9,594
-4.8%
0.45%
-1.5%
Q1 2021$2,162,000
-4.1%
10,074
-5.3%
0.46%
-13.1%
Q4 2020$2,255,000
+14.6%
10,634
-2.7%
0.52%
-3.0%
Q3 2020$1,968,000
+7.8%
10,925
-1.2%
0.54%
+4.6%
Q2 2020$1,826,000
+30.3%
11,0600.0%0.52%
+11.7%
Q1 2020$1,401,000
-22.2%
11,060
-2.5%
0.46%
+2.0%
Q4 2019$1,801,000
+0.2%
11,340
-6.6%
0.45%
-7.5%
Q3 2019$1,798,000
-3.3%
12,140
-2.6%
0.49%
-2.8%
Q2 2019$1,860,000
+3.7%
12,460
-0.8%
0.50%
+1.2%
Q1 2019$1,793,000
+14.0%
12,560
-4.4%
0.50%
-0.8%
Q4 2018$1,573,000
-16.2%
13,140
-0.3%
0.50%
-0.8%
Q3 2018$1,878,000
+1.3%
13,180
-4.5%
0.51%
-4.2%
Q2 2018$1,854,000
+3.3%
13,795
-0.4%
0.53%
+2.7%
Q1 2018$1,794,000
+1.5%
13,8450.0%0.52%
+2.0%
Q4 2017$1,768,000
+5.7%
13,845
+0.7%
0.50%
+7.0%
Q3 2017$1,673,000
+8.6%
13,745
+5.0%
0.47%
+11.3%
Q2 2017$1,541,000
+2.6%
13,095
-1.5%
0.42%
-0.5%
Q1 2017$1,502,000
+4.2%
13,295
-2.6%
0.43%
-1.6%
Q4 2016$1,442,000
+12.0%
13,645
+12.8%
0.43%
+0.5%
Q3 2016$1,287,000
+6.3%
12,095
+1.8%
0.43%
+6.9%
Q2 2016$1,211,000
-1.1%
11,885
-2.7%
0.40%
-2.9%
Q1 2016$1,224,000
+2.8%
12,210
+2.3%
0.42%
-1.9%
Q4 2015$1,191,000
+8.3%
11,940
+5.6%
0.42%
-0.5%
Q3 2015$1,100,000
-9.2%
11,310
-0.4%
0.42%
-4.1%
Q2 2015$1,211,000
+5.0%
11,360
+6.5%
0.44%
+4.5%
Q1 2015$1,153,000
+33.0%
10,670
+25.1%
0.42%
+26.2%
Q4 2014$867,000
+23.7%
8,530
+17.2%
0.34%
+15.5%
Q3 2014$701,000
+16.8%
7,280
+16.9%
0.29%
+21.2%
Q2 2014$600,000
+8.3%
6,230
+4.2%
0.24%
+11.1%
Q1 2014$554,000
+32.5%
5,980
+29.2%
0.22%
+35.0%
Q4 2013$418,000
+56.0%
4,630
+47.0%
0.16%
+44.1%
Q3 2013$268,0003,1500.11%
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