Sigma Planning Corp - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,051,919
-10.9%
5,400
-5.9%
0.04%
-7.1%
Q2 2023$1,180,414
-17.3%
5,736
-21.7%
0.04%
-10.6%
Q1 2023$1,427,968
+15.5%
7,327
+6.5%
0.05%
+6.8%
Q4 2022$1,236,593
+19.5%
6,879
+13.3%
0.04%
+12.8%
Q3 2022$1,035,000
+0.7%
6,069
+3.5%
0.04%
+8.3%
Q2 2022$1,028,000
-22.1%
5,863
-1.0%
0.04%
-10.0%
Q1 2022$1,320,000
-15.0%
5,924
-2.9%
0.04%
-7.0%
Q4 2021$1,553,000
+10.4%
6,099
+2.5%
0.04%
+2.4%
Q3 2021$1,407,000
-8.7%
5,953
-8.7%
0.04%
-8.7%
Q2 2021$1,541,000
-42.9%
6,521
-48.1%
0.05%
-46.5%
Q1 2021$2,698,000
+8.4%
12,574
+7.2%
0.09%
+1.2%
Q4 2020$2,488,000
+33.4%
11,733
+13.4%
0.08%
+14.9%
Q3 2020$1,865,000
-4.1%
10,351
-12.2%
0.07%
-12.9%
Q2 2020$1,945,000
+33.4%
11,783
+2.4%
0.08%
-2.3%
Q1 2020$1,458,000
-15.8%
11,508
+5.5%
0.09%
+19.2%
Q4 2019$1,732,000
+28.4%
10,906
+19.7%
0.07%
+12.3%
Q3 2019$1,349,000
-4.5%
9,109
-3.7%
0.06%
-11.0%
Q2 2019$1,413,000
+48.6%
9,462
+42.0%
0.07%
+35.2%
Q1 2019$951,000
+25.5%
6,664
+5.2%
0.05%
-1.8%
Q4 2018$758,000
-18.2%
6,333
-2.7%
0.06%
+1.9%
Q3 2018$927,000
-6.4%
6,507
-11.6%
0.05%
-18.2%
Q2 2018$990,000
+9.2%
7,363
+5.3%
0.07%0.0%
Q1 2018$907,000
+6.8%
6,995
+5.2%
0.07%
+1.5%
Q4 2017$849,000
+4.8%
6,649
-0.1%
0.06%
-3.0%
Q3 2017$810,000
+27.0%
6,655
+22.8%
0.07%
+11.7%
Q2 2017$638,000
+10.2%
5,420
+5.7%
0.06%
+7.1%
Q1 2017$579,000
+8.2%
5,126
+1.3%
0.06%
-3.4%
Q4 2016$535,000
-2.7%
5,061
-2.1%
0.06%
-10.8%
Q3 2016$550,000
+12.5%
5,169
+7.8%
0.06%
+1.6%
Q2 2016$489,000
+1.0%
4,795
-0.7%
0.06%
-3.0%
Q1 2016$484,000
+6.4%
4,829
+13.2%
0.07%
+4.8%
Q2 2015$455,000
+11.8%
4,266
+13.2%
0.06%
+16.7%
Q1 2015$407,0003,7700.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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