Atria Investments, Inc - 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
Atria Investments, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,773,318
-32.8%
9,104
-32.8%
0.03%
-36.0%
Q1 2023$2,638,453
+125.4%
13,538
+107.9%
0.05%
+108.3%
Q4 2022$1,170,479
-37.2%
6,511
-40.4%
0.02%
-41.5%
Q3 2022$1,863,000
-28.9%
10,926
-26.9%
0.04%
-25.5%
Q2 2022$2,622,000
-21.6%
14,950
-0.3%
0.06%
-6.8%
Q1 2022$3,343,000
+36.1%
15,002
+55.5%
0.06%
+34.1%
Q4 2021$2,456,000
+12.8%
9,647
+4.7%
0.04%
+12.8%
Q3 2021$2,178,000
-17.9%
9,216
-17.9%
0.04%
-23.5%
Q2 2021$2,653,000
+12.5%
11,226
+2.1%
0.05%
-1.9%
Q1 2021$2,358,000
-27.2%
10,990
-28.1%
0.05%
-33.3%
Q4 2020$3,240,000
+21.1%
15,277
+2.9%
0.08%
-3.7%
Q3 2020$2,675,000
+9.7%
14,848
+0.5%
0.08%
-3.6%
Q2 2020$2,438,000
+45.0%
14,771
+39.6%
0.08%
+82.6%
Q4 2019$1,681,000
+193.9%
10,584
+136.5%
0.05%
+64.3%
Q4 2017$572,0004,4750.03%
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