J.P. Morgan Private Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,245,739
-15.6%
98,813
-10.9%
0.06%
-53.4%
Q2 2023$22,812,720
-73.9%
110,865
-75.3%
0.12%
-36.6%
Q1 2023$87,559,789
+6.6%
449,278
-1.7%
0.19%
+1.6%
Q4 2022$82,164,341
+3.8%
457,078
-1.6%
0.18%
-11.6%
Q3 2022$79,178,000
+3.4%
464,276
+6.3%
0.21%
+5.6%
Q2 2022$76,587,000
-19.9%
436,693
+1.7%
0.20%
-5.3%
Q1 2022$95,629,000
-9.4%
429,195
+3.5%
0.21%
-8.8%
Q4 2021$105,547,000
+5.6%
414,527
-2.0%
0.23%
-7.0%
Q3 2021$99,933,000
+2.7%
422,909
+2.7%
0.24%
-3.2%
Q2 2021$97,326,000
+18.1%
411,786
+7.2%
0.25%
-5.6%
Q1 2021$82,398,000
-5.3%
383,980
-6.4%
0.27%
-5.3%
Q4 2020$87,045,000
+15.6%
410,454
-1.8%
0.28%
-3.8%
Q3 2020$75,275,000
+9.0%
417,868
-0.1%
0.29%
-7.0%
Q2 2020$69,046,000
+28.6%
418,259
-1.3%
0.32%
+3.6%
Q1 2020$53,710,000
-14.3%
423,951
+7.4%
0.30%
+6.7%
Q4 2019$62,703,000
+7.6%
394,908
+0.4%
0.28%
-6.2%
Q3 2019$58,269,000
+3.3%
393,420
+4.1%
0.30%
-1.6%
Q2 2019$56,425,000
+7.4%
377,903
+2.7%
0.31%
+12.8%
Q1 2019$52,549,000
+32.3%
368,071
+10.9%
0.27%
+13.7%
Q4 2018$39,710,000
-32.4%
331,776
-19.5%
0.24%
-16.0%
Q3 2018$58,757,000
+45.4%
412,329
+37.1%
0.29%
+27.0%
Q2 2018$40,424,000
+14.7%
300,755
+10.6%
0.23%
-5.0%
Q1 2018$35,250,000
+14.1%
271,967
+12.4%
0.24%
+17.2%
Q4 2017$30,890,000
+13.2%
241,860
+8.0%
0.20%
+3.6%
Q3 2017$27,277,000
+11.6%
224,043
+7.9%
0.20%
+5.9%
Q2 2017$24,434,000
+15.7%
207,628
+11.0%
0.18%
+12.8%
Q1 2017$21,120,000
+846.7%
186,981
+785.7%
0.16%
+763.2%
Q4 2016$2,231,000
+3.1%
21,112
+3.9%
0.02%
-5.0%
Q3 2016$2,163,000
+3.4%
20,328
-1.0%
0.02%0.0%
Q2 2016$2,091,000
-5.3%
20,524
-6.8%
0.02%
-4.8%
Q1 2016$2,208,000
+348.8%
22,026
+346.6%
0.02%
+320.0%
Q4 2015$492,000
+40.2%
4,932
+36.5%
0.01%
+25.0%
Q3 2015$351,000
-16.8%
3,612
-8.7%
0.00%
-20.0%
Q2 2015$422,000
-4.1%
3,957
-2.8%
0.01%0.0%
Q1 2015$440,000
+114.6%
4,072
+101.8%
0.01%
+150.0%
Q4 2014$205,000
+0.5%
2,018
-8.4%
0.00%
-50.0%
Q1 2014$204,0002,2040.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders