Crestwood Advisors Group, 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
Crestwood Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,140,573
+23.3%
5,856
+30.2%
0.03%
+3.4%
Q2 2023$925,348
+8.9%
4,497
+3.1%
0.03%
+3.6%
Q1 2023$849,720
+24.9%
4,360
+15.2%
0.03%
+21.7%
Q4 2022$680,392
+2.6%
3,785
-2.7%
0.02%
-4.2%
Q3 2022$663,000
-3.5%
3,890
-0.6%
0.02%
+4.3%
Q2 2022$687,000
-21.5%
3,915
-0.3%
0.02%
-8.0%
Q1 2022$875,000
-13.8%
3,925
-1.5%
0.02%
-3.8%
Q4 2021$1,015,000
+20.7%
3,985
+11.9%
0.03%
+8.3%
Q3 2021$841,000
+0.5%
3,560
+0.6%
0.02%0.0%
Q2 2021$837,000
+9.4%
3,540
-0.7%
0.02%0.0%
Q1 2021$765,000
+0.5%
3,565
-0.7%
0.02%
-4.0%
Q4 2020$761,000
+16.5%
3,590
-1.0%
0.02%0.0%
Q3 2020$653,000
+18.3%
3,626
+8.4%
0.02%
+13.6%
Q2 2020$552,000
-2.5%
3,344
-25.2%
0.02%
-21.4%
Q1 2020$566,000
-23.2%
4,469
-3.8%
0.03%
-3.4%
Q4 2019$737,000
+7.1%
4,6440.0%0.03%
-3.3%
Q3 2019$688,000
+16.6%
4,644
+17.6%
0.03%
+11.1%
Q2 2019$590,000
+1635.3%
3,950
+1262.1%
0.03%
+800.0%
Q1 2017$34,0002900.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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