Institute for Wealth Management, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$325,851
+60.6%
1,673
+69.7%
0.06%
+73.5%
Q2 2023$202,890
-22.6%
986
-16.3%
0.03%
-19.0%
Q1 2022$262,000
-25.6%
1,178
-14.8%
0.04%
-26.3%
Q4 2021$352,000
-8.6%
1,382
-15.2%
0.06%
-16.2%
Q3 2021$385,000
-19.8%
1,629
-19.7%
0.07%
-19.0%
Q2 2021$480,000
+10.3%
2,0290.0%0.08%
+1.2%
Q1 2021$435,000
+1.2%
2,0290.0%0.08%
-2.4%
Q4 2020$430,000
+3.9%
2,029
-11.7%
0.08%
-10.5%
Q3 2020$414,000
-18.5%
2,298
-25.3%
0.10%
-23.4%
Q2 2020$508,000
+19.0%
3,078
-8.6%
0.12%
-6.1%
Q1 2020$427,000
-89.4%
3,367
-86.7%
0.13%
-85.5%
Q4 2019$4,030,000
+23.5%
25,384
+15.2%
0.91%
+10.6%
Q3 2019$3,264,000
+995.3%
22,039
+1005.3%
0.82%
+1147.0%
Q2 2019$298,000
-6.3%
1,994
-10.5%
0.07%
-4.3%
Q1 2019$318,000
-84.7%
2,227
-84.8%
0.07%
-90.2%
Q3 2018$2,083,000
-30.5%
14,677
-34.1%
0.70%
-26.4%
Q2 2018$2,996,000
+57.6%
22,262
+50.8%
0.96%
+70.5%
Q1 2018$1,901,000
-40.4%
14,760
-40.4%
0.56%
-23.9%
Q4 2017$3,187,000
+163.8%
24,785
+149.8%
0.74%
+87.3%
Q3 2017$1,208,000
-17.9%
9,920
-20.7%
0.39%
-3.0%
Q2 2017$1,472,00012,5170.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
SWAN Capital LLC 61,402$11,959,1719.54%
BHK Investment Advisors, LLC 106,011$20,647,7069.50%
STEPHENS GROUP ASSET MANAGEMENT, LLC 431,212$83,987,1619.04%
Axiom Advisory, LLC 40,794$7,945,4607.15%
Trust Co 226,435$44,101,5857.11%
Pacific Life Fund Advisors LLC 336,836$65,605,5486.94%
Davis Investment Partners, LLC 67,620$12,928,5776.88%
Praetorian Wealth Management, Inc. 108,901$21,210,6476.74%
Truepoint, Inc. 1,026,813$199,992,4116.43%
Hyperion Partners, LLC 34,949$6,806,9695.88%
View complete list of VANGUARD INDEX FDS shareholders