PATHSTONE FAMILY OFFICE, 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
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 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