Ballentine Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 832 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.4%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,478,330
-2.6%
10,7960.0%0.05%
-4.2%
Q1 2024$2,545,589
+7.4%
10,7960.0%0.05%0.0%
Q4 2023$2,370,478
+12.7%
10,7960.0%0.05%
-2.0%
Q3 2023$2,102,737
-5.3%
10,7960.0%0.05%
-3.9%
Q2 2023$2,221,493
-4.5%
10,796
-9.5%
0.05%
-13.6%
Q1 2023$2,325,622
-13.8%
11,933
-20.5%
0.06%
-26.2%
Q4 2022$2,697,838
-64.8%
15,008
-66.6%
0.08%
-69.8%
Q3 2022$7,657,000
-76.3%
44,900
-75.6%
0.26%
-76.8%
Q2 2022$32,303,000
+93.5%
184,187
+145.8%
1.14%
+118.4%
Q1 2022$16,697,000
-50.4%
74,941
-43.4%
0.52%
-48.1%
Q4 2021$33,691,000
+4164.7%
132,320
+3858.1%
1.01%
+3629.6%
Q3 2021$790,000
+0.8%
3,343
+0.7%
0.03%0.0%
Q2 2021$784,000
+10.1%
3,3190.0%0.03%
+3.8%
Q1 2021$712,000
+1.4%
3,319
+0.3%
0.03%
-7.1%
Q4 2020$702,000
+17.8%
3,3100.0%0.03%
+7.7%
Q3 2020$596,000
+9.2%
3,3100.0%0.03%0.0%
Q2 2020$546,000
+30.3%
3,3100.0%0.03%
+8.3%
Q1 2020$419,000
-20.3%
3,3100.0%0.02%0.0%
Q4 2019$526,000
+7.3%
3,3100.0%0.02%
+4.3%
Q3 2019$490,000
-0.8%
3,3100.0%0.02%
-4.2%
Q2 2019$494,000
+4.4%
3,3100.0%0.02%
-4.0%
Q1 2019$473,000
+19.4%
3,3100.0%0.02%
+8.7%
Q4 2018$396,000
-16.1%
3,3100.0%0.02%
-8.0%
Q3 2018$472,000
+6.1%
3,3100.0%0.02%0.0%
Q2 2018$445,000
+3.7%
3,3100.0%0.02%
+4.2%
Q1 2018$429,000
+1.4%
3,3100.0%0.02%
+4.3%
Q4 2017$423,000
-29.1%
3,310
-32.4%
0.02%
-30.3%
Q3 2017$597,000
+1.0%
4,9000.0%0.03%
-23.3%
Q2 2017$591,000
+58.0%
4,900
+48.0%
0.04%
+59.3%
Q1 2017$374,000
+6.9%
3,3100.0%0.03%0.0%
Q4 2016$350,000
-0.6%
3,3100.0%0.03%
-6.9%
Q3 2016$352,000
+4.5%
3,3100.0%0.03%
+3.6%
Q2 2016$337,000
+1.5%
3,3100.0%0.03%
-3.4%
Q1 2016$332,000
+0.6%
3,3100.0%0.03%
-9.4%
Q4 2015$330,000
+2.5%
3,3100.0%0.03%
-5.9%
Q3 2015$322,000
-8.8%
3,3100.0%0.03%0.0%
Q2 2015$353,000
-1.4%
3,3100.0%0.03%
-2.9%
Q1 2015$358,000
+6.5%
3,3100.0%0.04%
-10.3%
Q4 2014$336,000
+5.3%
3,3100.0%0.04%
+2.6%
Q3 2014$319,0000.0%3,3100.0%0.04%0.0%
Q2 2014$319,000
+3.9%
3,3100.0%0.04%
+5.6%
Q1 2014$307,000
+2.7%
3,3100.0%0.04%
+5.9%
Q4 2013$299,000
-12.3%
3,310
-17.2%
0.03%
-19.0%
Q3 2013$341,000
+0.3%
4,000
-8.2%
0.04%
-8.7%
Q2 2013$340,0004,3550.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 495,500$106,329,00010.40%
Truepoint, Inc. 727,516$156,118,0009.71%
BHK Investment Advisors, LLC 91,565$19,418,0009.02%
Fulcrum Capital LLC 145,460$31,214,0008.95%
Bryn Mawr Capital Management, LLC 69,845$14,988,0007.35%
Waverly Advisors, LLC 329,024$72,079,0007.12%
ERTS Wealth Advisors, LLC 101,623$21,807,0006.46%
Praetorian Wealth Management, Inc. 79,741$17,111,0006.03%
Parcion Private Wealth LLC 246,904$52,983,0006.00%
Goepper Burkhardt LLC 37,477$8,042,0005.47%
View complete list of VANGUARD INDEX FDS shareholders