Cohen Klingenstein 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
Cohen Klingenstein LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,520,324
-5.3%
12,9400.0%0.11%
-0.9%
Q2 2023$2,662,664
+6.2%
12,940
+0.6%
0.12%
-2.5%
Q1 2023$2,506,480
+9.2%
12,861
+0.8%
0.12%
+2.6%
Q4 2022$2,294,636
+6.4%
12,765
+0.9%
0.12%
+0.9%
Q3 2022$2,156,000
-2.8%
12,6450.0%0.11%
+2.7%
Q2 2022$2,218,000
-21.3%
12,6450.0%0.11%
-5.1%
Q1 2022$2,817,000
-12.5%
12,6450.0%0.12%
-7.9%
Q4 2021$3,220,000
+9.3%
12,645
+1.4%
0.13%
-1.6%
Q3 2021$2,947,0000.0%12,4700.0%0.13%
+1.6%
Q2 2021$2,947,000
+11.7%
12,470
+1.4%
0.13%
+4.1%
Q1 2021$2,638,000
+1.2%
12,2950.0%0.12%
-6.2%
Q4 2020$2,607,000
+23.0%
12,295
+4.5%
0.13%
+9.2%
Q3 2020$2,119,000
+9.1%
11,7650.0%0.12%0.0%
Q2 2020$1,942,000
+30.2%
11,7650.0%0.12%
+8.2%
Q1 2020$1,491,000
-20.2%
11,7650.0%0.11%
+1.9%
Q4 2019$1,868,000
+11.9%
11,765
+4.3%
0.11%
+2.9%
Q3 2019$1,670,000
-0.8%
11,2750.0%0.10%
-12.5%
Q2 2019$1,683,000
+4.5%
11,2750.0%0.12%
+7.1%
Q1 2019$1,610,000
+24.8%
11,275
+4.6%
0.11%
-42.6%
Q4 2018$1,290,000
-16.0%
10,7750.0%0.20%0.0%
Q3 2018$1,535,000
+6.0%
10,7750.0%0.20%
-1.5%
Q2 2018$1,448,000
+3.7%
10,7750.0%0.20%0.0%
Q1 2018$1,397,000
+4.6%
10,775
+3.1%
0.20%
+4.2%
Q4 2017$1,335,000
+4.9%
10,4550.0%0.19%
-1.0%
Q3 2017$1,273,000
+5.2%
10,455
+1.7%
0.19%
+2.1%
Q2 2017$1,210,000
+4.2%
10,2800.0%0.19%
+1.1%
Q1 2017$1,161,000
+8.8%
10,280
+1.8%
0.19%
+2.2%
Q4 2016$1,067,000
+1.0%
10,100
+1.7%
0.18%
-0.5%
Q3 2016$1,056,000
+4.3%
9,9300.0%0.18%
-1.6%
Q2 2016$1,012,000
+1.6%
9,9300.0%0.19%
-1.1%
Q1 2016$996,0009,9300.19%
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