PATHSTONE FAMILY OFFICE, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 615 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.5%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,175,242
+201.6%
6,034
+201.7%
0.01%
+50.0%
Q1 2023$389,732
-59.4%
2,000
-66.1%
0.01%
-25.0%
Q4 2022$959,806
-4.5%
5,900
+0.2%
0.01%
-11.1%
Q3 2022$1,005,306
+2617.0%
5,890
+3227.7%
0.01%
+350.0%
Q4 2020$37,000
+164.3%
177
+129.9%
0.00%0.0%
Q3 2020$14,000
+7.7%
770.0%0.00%0.0%
Q2 2020$13,000
+30.0%
770.0%0.00%
+100.0%
Q1 2020$10,000
-97.4%
77
-67.9%
0.00%
-75.0%
Q4 2019$380,000
+783.7%
240
-17.2%
0.00%
-33.3%
Q3 2019$43,0000.0%2900.0%0.01%
+20.0%
Q2 2019$43,000
+2.4%
2900.0%0.01%0.0%
Q1 2019$42,000
+90.9%
290
+61.1%
0.01%
-16.7%
Q4 2018$22,000
+83.3%
180
+71.4%
0.01%
-14.3%
Q1 2017$12,0001050.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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