RWA WEALTH PARTNERS, 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
RWA WEALTH PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,198,775
+0.4%
36,960
+6.1%
0.16%0.0%
Q2 2023$7,167,719
+4.0%
34,834
-1.5%
0.16%
-4.8%
Q1 2023$6,889,365
+3.0%
35,350
-0.9%
0.16%
-0.6%
Q4 2022$6,689,147
-59.3%
35,685
-63.0%
0.17%
-85.7%
Q3 2022$16,450,000
+3.0%
96,456
+5.9%
1.16%
+7.5%
Q2 2022$15,969,000
-24.9%
91,056
-4.6%
1.08%
-21.7%
Q1 2022$21,277,000
-11.3%
95,493
+1.4%
1.38%
-14.5%
Q4 2021$23,984,000
+9.5%
94,195
+1.6%
1.61%
-1.5%
Q3 2021$21,913,000
+2.0%
92,736
+2.0%
1.64%
+2.0%
Q2 2021$21,484,000
+11.3%
90,899
+1.0%
1.60%
+2.9%
Q1 2021$19,305,000
-3.1%
89,963
-4.2%
1.56%
-11.8%
Q4 2020$19,918,000
+20.0%
93,920
+1.9%
1.77%
+1.1%
Q3 2020$16,605,000
+11.6%
92,181
+2.3%
1.75%
-4.0%
Q2 2020$14,880,000
+63.8%
90,138
+25.7%
1.82%
+41.3%
Q1 2020$9,083,000
-11.8%
71,692
+10.5%
1.29%
+26.1%
Q4 2019$10,301,000
+8.2%
64,877
+1.0%
1.02%
+1.6%
Q3 2019$9,517,000
-11.7%
64,253
-11.0%
1.00%
-13.2%
Q2 2019$10,782,000
+9.0%
72,210
+4.2%
1.16%
+2.4%
Q1 2019$9,895,000
+51.4%
69,308
+26.9%
1.13%
+31.5%
Q4 2018$6,536,000
-20.1%
54,606
-4.9%
0.86%
-6.1%
Q3 2018$8,185,000
+122.6%
57,439
+110.0%
0.92%
+123.4%
Q2 2018$3,677,000
+130.5%
27,357
+122.4%
0.41%
+100.0%
Q1 2018$1,595,000
+105.5%
12,303
+102.5%
0.20%
+135.6%
Q4 2017$776,000
+8.2%
6,077
+3.2%
0.09%
+7.4%
Q3 2017$717,000
-9.4%
5,886
-12.5%
0.08%
-16.5%
Q2 2017$791,000
+5.3%
6,724
+1.1%
0.10%
-1.0%
Q1 2017$751,0006,6520.10%
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