B. Riley Wealth Advisors, Inc. - 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
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,164,392
-8.2%
16,247
-3.1%
0.09%
+11.7%
Q2 2023$3,448,731
+19.8%
16,760
+13.4%
0.08%0.0%
Q1 2023$2,879,427
+6.5%
14,775
-1.8%
0.08%
+1.3%
Q4 2022$2,704,160
+19.9%
15,043
+13.8%
0.08%
+11.8%
Q3 2022$2,255,000
+24.9%
13,219
+28.4%
0.07%
-10.5%
Q2 2022$1,806,000
-26.4%
10,294
-6.5%
0.08%
-5.0%
Q1 2022$2,453,000
-37.9%
11,006
-29.0%
0.08%
-29.8%
Q4 2021$3,948,000
-3.3%
15,504
-10.3%
0.11%
-12.3%
Q3 2021$4,083,000
+19.7%
17,277
+19.7%
0.13%
+17.1%
Q2 2021$3,411,000
+18.3%
14,430
+7.4%
0.11%
+8.8%
Q1 2021$2,884,000
+34.8%
13,436
+33.2%
0.10%
-10.5%
Q4 2020$2,140,000
-29.4%
10,088
-42.2%
0.11%
-29.6%
Q3 2020$3,030,000
+105.0%
17,450
+95.0%
0.16%
+63.6%
Q2 2020$1,478,000
+49.1%
8,950
+14.5%
0.10%
+16.5%
Q1 2020$991,000
+374.2%
7,816
+493.9%
0.08%
+372.2%
Q4 2019$209,000
-11.4%
1,316
-17.2%
0.02%
-21.7%
Q3 2019$236,000
+16.3%
1,590
-16.7%
0.02%
-42.5%
Q3 2016$203,000
+1.0%
1,908
-3.0%
0.04%0.0%
Q2 2016$201,000
-67.5%
1,966
-69.1%
0.04%
-73.0%
Q3 2015$618,000
+7.3%
6,354
+17.7%
0.15%
+3.5%
Q2 2015$576,000
+23.9%
5,399
+25.4%
0.14%
+26.5%
Q1 2015$465,000
+155.5%
4,306
+140.8%
0.11%
+2725.0%
Q4 2014$182,000
-99.5%
1,788
+369.3%
0.00%
-55.6%
Q2 2014$36,717,0003810.01%
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