HARBOR INVESTMENT ADVISORY, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 621 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.5%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,171,661
-12.1%
16,284
-7.1%
0.42%
-17.3%
Q2 2023$3,606,567
+6.5%
17,527
+0.9%
0.50%
-0.8%
Q1 2023$3,385,092
+15.8%
17,369
+6.8%
0.51%
+11.0%
Q4 2022$2,922,396
+6.4%
16,257
+0.9%
0.46%
+0.9%
Q3 2022$2,747,000
+14.4%
16,110
+17.7%
0.45%
+17.4%
Q2 2022$2,401,000
-21.8%
13,688
-0.7%
0.38%
-5.4%
Q1 2022$3,070,000
-5.8%
13,780
+7.6%
0.41%
-1.5%
Q4 2021$3,260,000
+24.5%
12,805
+15.5%
0.41%
+16.3%
Q3 2021$2,619,000
+2.5%
11,083
+2.5%
0.36%
+2.6%
Q2 2021$2,555,000
+14.3%
10,811
+3.8%
0.35%
+3.0%
Q1 2021$2,235,000
-10.1%
10,416
-11.1%
0.34%
-15.6%
Q4 2020$2,485,000
+21.2%
11,720
+3.0%
0.40%
+1.5%
Q3 2020$2,050,000
+10.5%
11,382
+1.2%
0.39%
-0.5%
Q2 2020$1,856,000
+41.1%
11,246
+8.4%
0.39%
+11.3%
Q1 2020$1,315,000
+6.5%
10,377
+33.5%
0.35%
+24.6%
Q4 2019$1,235,0007,7750.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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