EP Wealth Advisors, LLC - 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
EP Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$78,958,161
+2.9%
405,392
+261.4%
1.22%
+10.7%
Q2 2023$76,764,812
+536.1%
112,185
+249.6%
1.11%
+432.2%
Q1 2023$12,067,127
-77.3%
32,087
-89.1%
0.21%
-78.3%
Q4 2022$53,115,484
+43.1%
295,480
+35.7%
0.96%
+13.7%
Q3 2022$37,128,000
+25.6%
217,711
+29.2%
0.84%
+26.4%
Q2 2022$29,559,000
+11.6%
168,541
+41.8%
0.67%
+14.4%
Q1 2022$26,490,000
+5.1%
118,889
+20.1%
0.58%
-2.3%
Q4 2021$25,204,000
+29.9%
98,987
+20.6%
0.60%
+12.0%
Q3 2021$19,399,000
+27.8%
82,097
+27.8%
0.53%
+26.4%
Q2 2021$15,185,000
+122.6%
64,249
+102.1%
0.42%
+94.0%
Q1 2021$6,823,000
+70.7%
31,796
+68.7%
0.22%
+55.0%
Q4 2020$3,996,000
-38.2%
18,844
-47.5%
0.14%
-49.6%
Q3 2020$6,466,000
-34.5%
35,896
-40.0%
0.28%
-34.1%
Q2 2020$9,876,000
+19.6%
59,828
-8.2%
0.42%
+4.5%
Q1 2020$8,258,000
-18.1%
65,183
+2.6%
0.40%
-2.7%
Q4 2019$10,089,000
+320.2%
63,539
+292.0%
0.42%
+248.7%
Q3 2019$2,401,000
-1.5%
16,210
-0.7%
0.12%
-21.7%
Q2 2019$2,437,000
-19.3%
16,321
-22.9%
0.15%
-47.6%
Q1 2019$3,021,000
+17.2%
21,159
-1.8%
0.29%
+45.7%
Q4 2018$2,578,000
+146.0%
21,538
+192.8%
0.20%
+142.7%
Q3 2018$1,048,000
+19.0%
7,355
+12.2%
0.08%
-1.2%
Q2 2018$881,000
+4.1%
6,556
+0.4%
0.08%
+1.2%
Q1 2018$846,0006,5290.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders