CAPTRUST FINANCIAL ADVISORS - 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
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,653,156
+161.2%
70,099
+175.9%
0.05%
+147.6%
Q2 2023$5,227,099
+3.8%
25,403
-1.7%
0.02%
-4.5%
Q1 2023$5,036,589
+36.4%
25,843
+25.8%
0.02%
+15.8%
Q4 2022$3,692,027
-5.7%
20,539
-10.5%
0.02%
-17.4%
Q3 2022$3,915,000
+20.4%
22,956
+23.8%
0.02%
+9.5%
Q2 2022$3,251,000
-20.5%
18,539
+1.1%
0.02%
-19.2%
Q1 2022$4,087,000
-9.4%
18,344
+3.5%
0.03%
-16.1%
Q4 2021$4,513,000
+24.6%
17,725
+15.7%
0.03%
+3.3%
Q3 2021$3,621,000
+36.5%
15,325
+36.6%
0.03%
+20.0%
Q2 2021$2,652,000
+12.6%
11,221
+2.2%
0.02%0.0%
Q1 2021$2,356,000
-0.8%
10,979
-2.0%
0.02%
-19.4%
Q4 2020$2,375,000
+19.4%
11,201
+2.8%
0.03%
-6.1%
Q3 2020$1,989,000
+23.5%
10,896
+12.5%
0.03%
+22.2%
Q2 2020$1,610,000
+198.7%
9,684
+117.1%
0.03%
+125.0%
Q1 2020$539,000
-60.0%
4,460
-47.1%
0.01%
-42.9%
Q4 2019$1,348,000
-29.0%
8,425
-34.3%
0.02%
-68.7%
Q3 2019$1,899,000
-1.5%
12,823
-0.5%
0.07%
-5.6%
Q2 2019$1,928,000
+62.8%
12,889
+55.7%
0.07%
+47.9%
Q1 2019$1,184,000
+19.5%
8,2790.0%0.05%
-9.4%
Q4 2018$991,000
-15.1%
8,279
+1.3%
0.05%
+1.9%
Q3 2018$1,167,000
+6.2%
8,1740.0%0.05%
-14.8%
Q2 2018$1,099,000
+5.6%
8,174
-0.8%
0.06%
-4.7%
Q1 2018$1,041,000
-1.0%
8,2380.0%0.06%0.0%
Q4 2017$1,052,000
-48.7%
8,238
-50.0%
0.06%
-26.4%
Q3 2017$2,051,000
+111.7%
16,481
+100.1%
0.09%
-28.1%
Q2 2017$969,000
+4.2%
8,2380.0%0.12%
+28.7%
Q1 2017$930,000
+9.2%
8,238
+2.1%
0.09%
+22.1%
Q4 2016$852,000
+87.7%
8,067
+80.9%
0.08%
+51.0%
Q3 2016$454,000
-28.1%
4,460
-29.1%
0.05%
-23.9%
Q1 2016$631,000
-28.9%
6,290
-29.4%
0.07%
-29.5%
Q4 2015$888,000
+43.7%
8,907
+40.1%
0.10%
+14.5%
Q3 2015$618,000
-6.2%
6,357
+2.8%
0.08%
-20.2%
Q2 2015$659,000
-99.9%
6,185
-2.7%
0.10%
-16.8%
Q1 2015$686,593,000
+88492.6%
6,356
-16.7%
0.12%
-16.7%
Q4 2014$775,000
+5.4%
7,6300.0%0.15%
-26.5%
Q3 2014$735,0000.0%7,6300.0%0.20%
+21.4%
Q2 2014$735,000
+2.7%
7,630
-1.4%
0.17%
+13.5%
Q1 2014$716,000
+22.8%
7,741
+19.8%
0.15%
+48.0%
Q4 2013$583,000
+11.9%
6,459
+5.5%
0.10%
-27.0%
Q3 2013$521,000
+9.0%
6,1200.0%0.14%
-6.8%
Q2 2013$478,0006,1200.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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