Regal Investment Advisors 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
Regal Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,903,287
-11.0%
25,175
-6.0%
0.41%
-10.6%
Q2 2023$5,509,050
+3.5%
26,773
-1.9%
0.46%
-1.7%
Q1 2023$5,320,249
+11.9%
27,299
+3.3%
0.47%
+2.2%
Q4 2022$4,752,676
+6.5%
26,439
+1.0%
0.46%
-2.3%
Q3 2022$4,462,000
-2.1%
26,167
+0.7%
0.47%
-0.6%
Q2 2022$4,557,000
-10.6%
25,982
+13.6%
0.47%
+1.5%
Q1 2022$5,095,000
-8.8%
22,866
+4.2%
0.47%
-5.7%
Q4 2021$5,586,000
+9.5%
21,938
+1.6%
0.50%0.0%
Q3 2021$5,103,000
+3.0%
21,597
+3.0%
0.50%
-0.4%
Q2 2021$4,956,000
+60.8%
20,970
+45.9%
0.50%
-84.1%
Q1 2021$3,083,000
-29.7%
14,368
-30.6%
3.12%
+530.0%
Q4 2020$4,387,000
+63.9%
20,689
+39.3%
0.50%
-84.3%
Q3 2020$2,676,000
-23.3%
14,853
-29.8%
3.16%
+394.1%
Q2 2020$3,491,000
+86.8%
21,146
+43.3%
0.64%
-76.7%
Q1 2020$1,869,000
-42.4%
14,753
-27.8%
2.75%
+370.2%
Q4 2019$3,245,000
+11.1%
20,437
+3.6%
0.58%
+2.5%
Q3 2019$2,921,000
+2.2%
19,724
+3.1%
0.57%
+2.3%
Q2 2019$2,857,000
+5.6%
19,132
+1.0%
0.56%
+1.3%
Q1 2019$2,705,000
+15.6%
18,947
-3.0%
0.55%
+7.4%
Q4 2018$2,339,000
-12.5%
19,538
+4.2%
0.51%
-9.1%
Q3 2018$2,672,000
+45.0%
18,752
+36.7%
0.56%
+0.5%
Q2 2018$1,843,000
-22.3%
13,715
-25.1%
0.56%
+6.9%
Q1 2018$2,372,000
+1.5%
18,301
-0.0%
0.52%
+0.6%
Q4 2017$2,338,000
+3.2%
18,308
-1.6%
0.52%
-1.5%
Q3 2017$2,266,000
+1.0%
18,609
-2.4%
0.53%
-4.9%
Q2 2017$2,244,000
+4.0%
19,072
-0.1%
0.56%
-1.2%
Q1 2017$2,157,000
+8.9%
19,097
+1.9%
0.56%
+2.9%
Q4 2016$1,980,000
+9.8%
18,740
+10.6%
0.55%
+6.8%
Q3 2016$1,803,000
+10.8%
16,943
+6.1%
0.51%
+14.5%
Q2 2016$1,627,000
+13.0%
15,968
+11.2%
0.45%
+14.6%
Q1 2016$1,440,000
+17.4%
14,364
+16.6%
0.39%
+22.6%
Q4 2015$1,227,000
+59.6%
12,314
+55.7%
0.32%
+59.0%
Q3 2015$769,000
+47.6%
7,910
+61.6%
0.20%
+41.8%
Q2 2015$521,000
+11.1%
4,895
+12.7%
0.14%
+21.6%
Q1 2015$469,000
+19.9%
4,345
+12.9%
0.12%
+10.5%
Q4 2014$391,000
+109.1%
3,849
+98.0%
0.10%
+84.2%
Q3 2014$187,000
+835.0%
1,944
+650.6%
0.06%
+418.2%
Q2 2013$20,0002590.01%
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