LPL Financial LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 712 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$123,321,591
-3.3%
633,165
+2.2%
0.09%
-5.5%
Q2 2023$127,467,621
+26.3%
619,467
+19.6%
0.09%
+15.2%
Q1 2023$100,956,058
+9.3%
518,016
+0.8%
0.08%0.0%
Q4 2022$92,385,183
+5.2%
513,936
-0.2%
0.08%
-7.1%
Q3 2022$87,788,000
-0.8%
514,765
+2.1%
0.08%
+1.2%
Q2 2022$88,459,000
-21.4%
504,382
-0.2%
0.08%
-13.4%
Q1 2022$112,592,000
-23.9%
505,326
-13.1%
0.10%
-21.8%
Q4 2021$148,004,000
+12.5%
581,275
+4.4%
0.12%0.0%
Q3 2021$131,580,000
+8.2%
556,837
+8.2%
0.12%
+0.8%
Q2 2021$121,625,000
+12.1%
514,598
+1.8%
0.12%
-1.6%
Q1 2021$108,480,000
+16.6%
505,523
+15.2%
0.12%
+4.2%
Q4 2020$93,036,000
+34.5%
438,706
+14.3%
0.12%
+11.1%
Q3 2020$69,167,000
+17.7%
383,965
+7.9%
0.11%
+5.9%
Q2 2020$58,769,000
+23.6%
356,001
-5.1%
0.10%0.0%
Q1 2020$47,542,000
-27.0%
375,260
-8.5%
0.10%
-13.6%
Q4 2019$65,092,000
+6.2%
409,949
-0.9%
0.12%
-5.6%
Q3 2019$61,279,000
-4.8%
413,739
-4.0%
0.12%
-8.8%
Q2 2019$64,377,000
-14.4%
431,166
-18.1%
0.14%
-19.9%
Q1 2019$75,203,000
+17.2%
526,740
-1.7%
0.17%0.0%
Q4 2018$64,142,000
-13.6%
535,898
+2.8%
0.17%
-3.9%
Q3 2018$74,273,000
+8.1%
521,217
+2.0%
0.18%
-1.1%
Q2 2018$68,690,000
+7.3%
511,050
+3.5%
0.18%
+2.3%
Q1 2018$64,006,000
+5.0%
493,832
+3.4%
0.18%
-5.4%
Q4 2017$60,985,000
+4.2%
477,486
-0.7%
0.19%
-10.1%
Q3 2017$58,528,000
+5.5%
480,726
+1.9%
0.21%
-1.4%
Q2 2017$55,493,000
+13050.0%
471,562
+12468.3%
0.21%
+6900.0%
Q1 2017$422,000
-7.5%
3,752
-12.4%
0.00%0.0%
Q4 2016$456,000
+22.9%
4,284
+21.8%
0.00%
-25.0%
Q3 2016$371,000
+3.6%
3,5180.0%0.00%
+33.3%
Q2 2016$358,000
-99.6%
3,518
-99.6%
0.00%
-98.8%
Q1 2016$86,210,000
-3.5%
867,736
-4.4%
0.24%
-3.2%
Q4 2015$89,308,000
+125.7%
907,975
+130.8%
0.25%
+13.8%
Q3 2015$39,577,000
+0.3%
393,412
+6.1%
0.22%
+9.0%
Q2 2015$39,454,000
+2.2%
370,739
+2.7%
0.20%
+1.5%
Q1 2015$38,620,000
+14.7%
360,903
+8.9%
0.20%
+7.1%
Q4 2014$33,673,000
+12.6%
331,392
+4.9%
0.18%
+3.4%
Q3 2014$29,899,000
-6.9%
315,887
-5.2%
0.18%
-4.8%
Q2 2014$32,126,000
+1.1%
333,360
-2.9%
0.19%
-4.1%
Q1 2014$31,788,000
+1.9%
343,249
-0.7%
0.20%0.0%
Q4 2013$31,203,000
+9.8%
345,734
+4.5%
0.20%
+3.2%
Q3 2013$28,418,000
+15.9%
330,901
+5.5%
0.19%
+7.4%
Q2 2013$24,512,000313,7330.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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