LMCG INVESTMENTS, LLC - 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
LMCG INVESTMENTS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,245,681
-6.5%
52,604
-1.3%
0.69%
-2.5%
Q2 2023$10,961,985
-0.5%
53,273
-5.7%
0.71%
-3.4%
Q1 2023$11,014,598
+9.4%
56,517
+0.9%
0.74%
+4.6%
Q4 2022$10,068,537
+6.6%
56,011
+1.1%
0.70%
+1.7%
Q3 2022$9,446,000
-6.5%
55,391
-3.8%
0.69%
-0.7%
Q2 2022$10,099,000
-20.7%
57,584
+0.8%
0.70%
-5.7%
Q1 2022$12,728,000
+119.8%
57,125
-4.0%
0.74%
+495.2%
Q3 2015$5,790,000
-10.4%
59,519
-1.8%
0.12%
-10.8%
Q2 2015$6,462,000
-2.7%
60,633
-1.4%
0.14%0.0%
Q1 2015$6,643,000
+19.7%
61,496
+12.6%
0.14%
+14.9%
Q4 2014$5,548,000
+8.7%
54,596
+2.9%
0.12%
+5.2%
Q3 2014$5,106,000
-0.3%
53,039
-0.1%
0.12%
+3.6%
Q2 2014$5,119,000
+9.1%
53,118
+4.8%
0.11%
+6.7%
Q1 2014$4,693,000
+2.6%
50,678
+0.0%
0.10%
+7.2%
Q4 2013$4,572,000
+5.6%
50,667
-0.3%
0.10%
-7.6%
Q3 2013$4,331,000
+4.1%
50,832
-4.6%
0.10%
-3.7%
Q2 2013$4,162,00053,2730.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders