ASSETMARK, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 667 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$364,682,338
-4.8%
1,872,374
+0.6%
1.46%
-2.9%
Q2 2023$382,886,597
+8.4%
1,860,750
+2.6%
1.50%
+2.8%
Q1 2023$353,371,348
+9.6%
1,813,184
+1.1%
1.46%
+4.5%
Q4 2022$322,511,751
+11.2%
1,794,124
+5.5%
1.40%
+3.1%
Q3 2022$290,002,000
+6.3%
1,700,493
+9.3%
1.36%
+10.9%
Q2 2022$272,858,000
-16.2%
1,555,808
+6.4%
1.22%
-10.3%
Q1 2022$325,705,000
-5.7%
1,461,804
+7.8%
1.36%
-3.9%
Q4 2021$345,406,000
+14.5%
1,356,553
+6.3%
1.42%
+5.0%
Q3 2021$301,696,000
+6.8%
1,276,749
+6.8%
1.35%
+3.2%
Q2 2021$282,458,000
+23.0%
1,195,084
+11.6%
1.31%
+10.5%
Q1 2021$229,723,000
+12.6%
1,070,521
+11.2%
1.18%
+4.2%
Q4 2020$204,068,000
+27.0%
962,267
+7.9%
1.14%
+9.6%
Q3 2020$160,689,000
+27.9%
892,023
+14.1%
1.04%
+15.4%
Q2 2020$125,648,000
+36.1%
782,071
+7.3%
0.90%
+15.0%
Q1 2020$92,310,000
-13.2%
728,627
+8.7%
0.78%
-3.2%
Q4 2019$106,399,000
+17.6%
670,106
+9.7%
0.81%
+6.7%
Q3 2019$90,453,000
+34.8%
610,717
+35.9%
0.76%
+38.4%
Q2 2019$67,112,000
+0.1%
449,478
-4.3%
0.55%
-9.6%
Q1 2019$67,027,000
+39.6%
469,477
+17.0%
0.60%
+30.4%
Q4 2018$48,027,000
-9.8%
401,261
+7.4%
0.46%
-4.1%
Q3 2018$53,229,000
+12.9%
373,540
+6.5%
0.48%
+4.5%
Q2 2018$47,130,000
+8.8%
350,642
+4.9%
0.46%
+3.3%
Q1 2018$43,325,000
+2.6%
334,269
+1.1%
0.45%
+3.0%
Q4 2017$42,232,000
+19.4%
330,659
+13.8%
0.44%
+8.2%
Q3 2017$35,377,000
-12.8%
290,570
-15.7%
0.40%
-21.2%
Q2 2017$40,566,000
+68.5%
344,711
+61.7%
0.51%
+61.4%
Q1 2017$24,078,000
-25.8%
213,178
-30.6%
0.32%
-33.8%
Q4 2016$32,447,000
+41.7%
307,063
+42.6%
0.48%
+37.1%
Q3 2016$22,904,000
+103.1%
215,281
+94.5%
0.35%
+83.2%
Q2 2016$11,279,000
-41.7%
110,697
-42.6%
0.19%
-43.6%
Q1 2016$19,330,000
+327.1%
192,802
+324.8%
0.34%
+301.2%
Q4 2015$4,526,000
+90.0%
45,390
+85.3%
0.08%
+236.0%
Q3 2015$2,382,000
+1498.7%
24,498
+1652.4%
0.02%
+733.3%
Q2 2015$149,0001,3980.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders