Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 481 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,956,481
-51.9%
20,314
-49.2%
0.16%
-0.6%
Q2 2023$8,220,342
+247.2%
39,950
+228.8%
0.16%
+19.3%
Q1 2023$2,367,914
+35.2%
12,150
+24.7%
0.14%
+150.0%
Q4 2022$1,751,222
+21.4%
9,742
+15.1%
0.05%
-56.8%
Q3 2022$1,443,000
+6.5%
8,463
+9.5%
0.12%
+10.6%
Q2 2022$1,355,000
-16.0%
7,728
+6.7%
0.11%
-0.9%
Q1 2022$1,613,000
-3.5%
7,240
+10.3%
0.11%
-5.0%
Q4 2021$1,672,000
+17.1%
6,565
+8.7%
0.12%
-3.2%
Q3 2021$1,428,000
+3.1%
6,042
+3.1%
0.12%
+0.8%
Q2 2021$1,385,000
+16.8%
5,860
+6.1%
0.12%
+1.7%
Q1 2021$1,186,000
+1.5%
5,525
+0.3%
0.12%
-11.0%
Q4 2020$1,169,000
+21.8%
5,510
+3.4%
0.14%
+1.5%
Q3 2020$960,000
+7.9%
5,331
-1.1%
0.13%
-5.0%
Q2 2020$890,000
+31.5%
5,391
+9.9%
0.14%
+11.9%
Q1 2020$677,000
+7.8%
4,905
+25.1%
0.13%
-1.6%
Q4 2019$628,000
+112.2%
3,920
+98.0%
0.13%
+82.9%
Q3 2019$296,0000.0%1,9800.0%0.07%
+1.4%
Q2 2019$296,000
+2.1%
1,9800.0%0.07%
+3.0%
Q1 2019$290,000
+12.0%
1,9800.0%0.07%
+1.5%
Q4 2018$259,000
-8.5%
1,9800.0%0.07%
-5.7%
Q3 2018$283,000
+6.4%
1,9800.0%0.07%
-12.5%
Q2 2018$266,000
+3.5%
1,9800.0%0.08%
-15.8%
Q1 2018$257,000
-15.5%
1,980
-16.8%
0.10%
-15.9%
Q4 2017$304,000
-78.9%
2,380
-71.9%
0.11%
-9.6%
Q3 2011$1,443,0008,4630.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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