Community Financial Services Group, 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
Community Financial Services Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,581,144
-41.8%
8,118
-23.9%
0.40%
-41.4%
Q4 2021$2,715,000
+7.5%
10,661
-0.2%
0.68%
-1.0%
Q3 2021$2,526,000
-15.0%
10,687
-15.0%
0.69%
-17.0%
Q2 2021$2,971,000
-33.7%
12,570
-39.8%
0.83%
-37.5%
Q1 2021$4,481,000
-8.6%
20,885
-9.7%
1.33%
-14.0%
Q4 2020$4,903,000
+10.4%
23,122
-6.2%
1.54%
-5.9%
Q3 2020$4,441,000
-19.5%
24,653
-26.3%
1.64%
-21.8%
Q2 2020$5,518,000
-59.7%
33,428
-69.1%
2.10%
-55.0%
Q1 2020$13,696,000
-18.9%
108,107
+1.6%
4.67%
+6.4%
Q4 2019$16,897,000
+8.1%
106,415
+0.8%
4.39%
-3.0%
Q3 2019$15,637,000
+1.4%
105,574
+2.2%
4.52%
-14.1%
Q2 2019$15,417,000
+5.5%
103,254
+0.9%
5.27%
+5.8%
Q1 2019$14,617,000
+20.0%
102,383
+0.6%
4.98%
+7.8%
Q4 2018$12,181,000
-12.4%
101,764
+4.3%
4.62%
-2.7%
Q3 2018$13,906,000
+7.0%
97,585
+0.9%
4.74%
+2.0%
Q2 2018$13,000,000
+39.9%
96,724
+34.9%
4.65%
+27.5%
Q1 2018$9,294,000
+1.6%
71,707
+0.1%
3.65%
+2.7%
Q4 2017$9,152,000
+5.8%
71,657
+0.8%
3.55%
+0.2%
Q3 2017$8,653,000
+4.2%
71,068
+0.7%
3.54%
-2.9%
Q2 2017$8,307,000
+1.5%
70,584
-2.6%
3.65%
-0.7%
Q1 2017$8,184,000
+6.7%
72,455
-0.2%
3.68%
+1.7%
Q4 2016$7,669,000
-1.3%
72,575
-0.7%
3.62%
-1.6%
Q3 2016$7,773,000
+5.3%
73,056
+0.9%
3.67%
+0.8%
Q2 2016$7,381,000
+0.8%
72,436
-0.8%
3.64%
+1.5%
Q1 2016$7,323,000
+6.3%
73,042
+5.7%
3.59%
+6.3%
Q4 2015$6,891,000
+2.5%
69,110
+0.0%
3.38%
+1.1%
Q3 2015$6,720,000
-6.4%
69,088
+2.6%
3.34%
-2.4%
Q2 2015$7,177,000
+0.6%
67,348
+2.0%
3.42%
+2.0%
Q1 2015$7,135,000
+10.2%
66,054
+3.7%
3.35%
+12.4%
Q4 2014$6,473,000
+7.7%
63,706
+2.0%
2.98%
+0.2%
Q3 2014$6,013,000
-0.8%
62,447
-0.7%
2.97%
-1.0%
Q2 2014$6,061,000
+6.4%
62,894
+2.3%
3.00%
+7.1%
Q1 2014$5,695,000
+2.1%
61,489
-0.5%
2.80%
-7.1%
Q4 2013$5,577,000
+4.3%
61,789
-1.5%
3.02%
+1.3%
Q3 2013$5,346,000
+12.2%
62,742
+2.9%
2.98%
+5.3%
Q2 2013$4,763,00060,9622.83%
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