HARBOR INVESTMENT ADVISORY, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.

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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$1,235,000–7,775–0.28%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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