Advocacy Wealth Management Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$15,019,667
-14.7%
83,554
-13.7%
1.98%
-22.8%
Q3 2022$17,604,000
+9.9%
96,782
+5.9%
2.57%
-0.3%
Q2 2022$16,022,000
-9.4%
91,354
+15.8%
2.58%
-16.2%
Q1 2022$17,680,000
+41.1%
78,864
+60.2%
3.08%
+46.7%
Q4 2021$12,534,000
+13.2%
49,226
+5.0%
2.10%
+5.0%
Q3 2021$11,074,000
+4.6%
46,865
+4.6%
2.00%
+1.9%
Q2 2021$10,591,000
+15.1%
44,809
+6.2%
1.96%
+6.6%
Q1 2021$9,200,000
+4477.1%
42,186
+2009.3%
1.84%
+1223.0%
Q1 2016$201,000
+1.0%
2,0000.0%0.14%
-38.2%
Q4 2015$199,0002,0000.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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