Asset Dedication, 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
Asset Dedication, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$241
-13.3%
1,238
-8.4%
0.02%
-12.5%
Q2 2023$278
+5.7%
1,3510.0%0.02%0.0%
Q1 2023$263
+8.2%
1,3510.0%0.02%
-4.0%
Q4 2022$243
-99.9%
1,3510.0%0.02%0.0%
Q3 2022$230,000
+10.6%
1,351
+44.8%
0.02%
+8.7%
Q1 2022$208,000
+62.5%
933
+85.9%
0.02%
+53.3%
Q4 2021$128,000
+204.8%
502
+182.0%
0.02%
+150.0%
Q3 2021$42,000
+281.8%
178
+78.0%
0.01%0.0%
Q4 2016$11,0000.0%1000.0%0.01%
-14.3%
Q3 2016$11,000
+10.0%
1000.0%0.01%0.0%
Q2 2016$10,0000.0%1000.0%0.01%0.0%
Q1 2016$10,000
-58.3%
100
-57.6%
0.01%
-56.2%
Q4 2015$24,0002360.02%
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