Waverly Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 668 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$65,122,732
-8.8%
334,357
-3.7%
2.84%
-9.3%
Q2 2023$71,423,963
+0.1%
347,106
-5.2%
3.13%
-15.9%
Q1 2023$71,352,860
+5.0%
366,119
-3.1%
3.72%
-1.2%
Q4 2022$67,931,305
-1.9%
377,900
-6.9%
3.77%
-22.5%
Q3 2022$69,221,000
+0.6%
405,892
+3.5%
4.87%
-22.7%
Q2 2022$68,808,000
-17.6%
392,336
+4.7%
6.30%
-10.8%
Q1 2022$83,465,000
+3.7%
374,600
+2.6%
7.06%
+1.5%
Q4 2021$80,503,000
-10.1%
365,078
+5.9%
6.96%
-9.1%
Q3 2021$89,520,000
+10.8%
344,878
+3.5%
7.65%
+2.6%
Q2 2021$80,798,000
+12.1%
333,121
+1.2%
7.45%
+4.7%
Q1 2021$72,079,000
-6.7%
329,024
-2.7%
7.12%
-12.2%
Q4 2020$77,219,000
+29.0%
337,982
+0.9%
8.11%
+1.8%
Q3 2020$59,862,000
-2.2%
334,874
-1.9%
7.97%
+0.4%
Q2 2020$61,227,000
+41.9%
341,195
+0.2%
7.93%
+8.9%
Q1 2020$43,150,000
-20.1%
340,591
+4.7%
7.29%
+2.7%
Q4 2019$54,002,000
+10.9%
325,448
-1.0%
7.10%
+1.5%
Q3 2019$48,711,000
+2.2%
328,887
+3.1%
6.99%
-1.5%
Q2 2019$47,649,000
+5.5%
319,127
+0.8%
7.10%
+1.5%
Q1 2019$45,178,000
+19.7%
316,442
+0.3%
6.99%
+6.1%
Q4 2018$37,751,000
-19.5%
315,406
-4.2%
6.59%
-4.8%
Q3 2018$46,922,000
+6.7%
329,280
+0.7%
6.92%
+1.3%
Q2 2018$43,960,000
+5.0%
327,061
+1.3%
6.84%
+1.1%
Q1 2018$41,849,000
-5.8%
322,883
-7.2%
6.76%
+6.7%
Q4 2017$44,432,000
+13.8%
347,880
+8.4%
6.34%
-25.2%
Q3 2017$39,058,000
-1.0%
320,801
-4.3%
8.47%
-14.5%
Q2 2017$39,447,000
+3.9%
335,207
-0.3%
9.91%
-0.9%
Q1 2017$37,964,000
+8.5%
336,111
+1.6%
10.00%
-23.0%
Q4 2016$34,974,000
-0.4%
330,972
+0.3%
12.99%
-11.4%
Q3 2016$35,119,000
+3.9%
330,100
-0.5%
14.66%
-4.3%
Q2 2016$33,787,000
+2.6%
331,598
+1.0%
15.32%
-23.9%
Q1 2016$32,920,000
+7.6%
328,346
+7.0%
20.14%
+51.3%
Q4 2015$30,584,000
+0.3%
306,733
-2.1%
13.31%
-36.7%
Q3 2015$30,479,000
-9.2%
313,348
-0.5%
21.02%
+1.8%
Q2 2015$33,568,000
-11.0%
314,982
-9.8%
20.65%
+8.2%
Q1 2015$37,722,000
+7.2%
349,214
+0.8%
19.08%
+7.9%
Q4 2014$35,203,000
+7.9%
346,450
+2.2%
17.68%
+0.2%
Q3 2014$32,640,000
-15.9%
339,008
-15.8%
17.65%
+9.4%
Q2 2014$38,804,000
+10.7%
402,660
+6.4%
16.14%
+1.9%
Q1 2014$35,044,000
-6.0%
378,408
-8.4%
15.84%
+20.7%
Q4 2013$37,299,000
+9.7%
413,289
+3.5%
13.12%
-24.5%
Q3 2013$34,013,000
+10.3%
399,161
+1.2%
17.38%
-2.2%
Q2 2013$30,823,000394,50617.78%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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