Gradient Investments LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 712 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$253,006
+15.8%
1,299
+22.3%
0.01%
+16.7%
Q2 2023$218,528
+623.4%
1,062
+585.2%
0.01%
+500.0%
Q1 2023$30,208
+16.7%
155
+7.6%
0.00%0.0%
Q4 2022$25,885
-30.0%
144
-33.9%
0.00%0.0%
Q3 2022$37,000
+19.4%
218
+24.6%
0.00%0.0%
Q2 2022$31,000
-20.5%
1750.0%0.00%0.0%
Q1 2022$39,000
-56.7%
175
-50.3%
0.00%
-50.0%
Q4 2021$90,000
-4.3%
352
-11.8%
0.00%
-33.3%
Q3 2021$94,000
-3.1%
399
-3.2%
0.00%0.0%
Q2 2021$97,000
+12.8%
412
+2.7%
0.00%0.0%
Q1 2021$86,000
+2766.7%
401
+2573.3%
0.00%
Q4 2020$3,0000.0%150.0%0.00%
Q3 2020$3,000
+200.0%
15
+200.0%
0.00%
Q2 2019$1,0000.0%5
-54.5%
0.00%
Q2 2018$1,000
-66.7%
11
-47.6%
0.00%
Q4 2017$3,000210.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders