Asset Dedication, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 851 filers reported holding VANGUARD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.12 and the average weighting 0.5%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$284,196
+97227.4%
1,2380.0%0.02%
-9.1%
Q1 2024$292
+7.7%
1,2380.0%0.02%0.0%
Q4 2023$271
+12.4%
1,2380.0%0.02%
+4.8%
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 Q1 2024
NameSharesValueWeighting ↓
Truepoint, Inc. 957,178$128,654,00011.58%
Bryn Mawr Capital Management, LLC 87,216$11,723,00010.28%
BHK Investment Advisors, LLC 74,143$9,966,0006.93%
Waverly Advisors, LLC 327,061$43,960,0006.84%
Arrow Investment Advisors, LLC 135,434$18,204,0005.94%
Money Design Co.,Ltd. 108,847$14,630,0005.33%
CABANA LLC 145,997$19,623,0005.12%
Community Financial Services Group, LLC 96,724$13,000,0004.65%
Foundations Investment Advisors, LLC 118,116$15,876,0004.23%
WoodTrust Financial Corp 58,404$7,850,0004.12%
View complete list of VANGUARD INDEX FDS shareholders