Simplicity Solutions, 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
Simplicity Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,686,690
-36.2%
8,660
-32.6%
0.05%
-25.0%
Q2 2023$2,642,004
+13.6%
12,840
+7.6%
0.07%
+18.0%
Q1 2023$2,324,687
-94.4%
11,928
-93.9%
0.06%
-90.1%
Q4 2020$41,564,000
+717.5%
195,993
+594.5%
0.62%
+562.4%
Q3 2020$5,084,000
+29.1%
28,222
+18.3%
0.09%
+19.2%
Q2 2020$3,939,000
+60.6%
23,859
+23.3%
0.08%
+2.6%
Q1 2020$2,452,000
-25.8%
19,357
-7.0%
0.08%
-24.8%
Q4 2019$3,306,000
-5.4%
20,818
-11.8%
0.10%
-28.9%
Q3 2019$3,495,000
+5.9%
23,598
+6.8%
0.14%
+0.7%
Q2 2019$3,301,000
+95.6%
22,105
+87.0%
0.14%
+39.6%
Q1 2019$1,688,000
+336.2%
11,821
+265.0%
0.10%
+102.0%
Q4 2018$387,000
-83.2%
3,239
-80.0%
0.05%
-62.1%
Q3 2018$2,309,000
+48.5%
16,205
+40.1%
0.13%
+17.9%
Q2 2018$1,555,000
+441.8%
11,569
+421.6%
0.11%
+348.0%
Q1 2018$287,000
+31.1%
2,218
+29.3%
0.02%
+19.0%
Q4 2017$219,000
-13.8%
1,716
-28.0%
0.02%
-91.3%
Q2 2015$254,000
-26.2%
2,384
-25.0%
0.24%
-40.8%
Q1 2015$344,000
-20.6%
3,180
-25.4%
0.41%
-20.8%
Q4 2014$433,0004,2620.51%
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