Asset Allocation & Management Company, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Asset Allocation & Management Company, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,427
-5.4%
7,3290.0%0.85%
+42.6%
Q2 2023$1,508
+5.6%
7,3290.0%0.60%
+4.7%
Q1 2023$1,428
+8.4%
7,3290.0%0.57%
+12.4%
Q4 2022$1,317
-99.9%
7,3290.0%0.51%
-0.6%
Q3 2022$1,250,000
-2.7%
7,3290.0%0.51%
-4.5%
Q2 2022$1,285,000
-21.3%
7,3290.0%0.54%
-8.5%
Q1 2022$1,633,000
-12.5%
7,3290.0%0.59%
-7.3%
Q4 2021$1,866,000
+7.7%
7,3290.0%0.63%
-32.6%
Q3 2021$1,732,000
+1.9%
7,329
+1.9%
0.94%
+19.5%
Q2 2021$1,700,000
+10.2%
7,1910.0%0.78%
+3.0%
Q1 2021$1,543,000
+1.2%
7,1910.0%0.76%
-22.4%
Q4 2020$1,525,000
+12.8%
7,191
-4.2%
0.98%
+57.4%
Q3 2020$1,352,000
+9.1%
7,5040.0%0.62%
+3.5%
Q2 2020$1,239,000
+30.3%
7,5040.0%0.60%
+28.0%
Q1 2020$951,000
-20.2%
7,5040.0%0.47%
+5.8%
Q4 2019$1,191,0007,5040.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders