Advocacy Wealth Management Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 730 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.93 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 Q1 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