Capital Advisors, Ltd. LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,083
-5.7%
10,694
-0.4%
0.32%
-3.3%
Q2 2023$2,210
+5.5%
10,7420.0%0.33%
-4.1%
Q1 2023$2,094
+8.4%
10,7420.0%0.34%
+2.7%
Q4 2022$1,931
-99.9%
10,7420.0%0.34%
-6.2%
Q3 2022$1,832,000
-6.4%
10,742
-3.7%
0.36%
-2.7%
Q2 2022$1,957,000
-21.5%
11,157
-0.3%
0.37%
-11.4%
Q1 2022$2,492,000
-16.9%
11,185
-5.0%
0.41%
-14.5%
Q4 2021$2,998,000
+7.8%
11,7750.0%0.48%
-2.6%
Q3 2021$2,782,000
+0.8%
11,775
+0.9%
0.50%
+0.4%
Q2 2021$2,759,000
+10.7%
11,675
+0.5%
0.50%
+8.3%
Q1 2021$2,492,000
+1.8%
11,612
+0.5%
0.46%
-15.5%
Q4 2020$2,449,000
+21.4%
11,550
+3.1%
0.54%
+7.6%
Q3 2020$2,018,000
+13.2%
11,205
+3.8%
0.50%
+7.0%
Q2 2020$1,782,000
+30.3%
10,7950.0%0.47%
+9.6%
Q1 2020$1,368,000
-12.6%
10,795
+9.5%
0.43%
+7.5%
Q4 2019$1,565,000
+7.9%
9,855
+0.7%
0.40%
-0.5%
Q3 2019$1,450,000
-0.8%
9,7870.0%0.40%
-2.9%
Q2 2019$1,461,000
-17.1%
9,787
-20.7%
0.41%
-13.4%
Q1 2019$1,762,000
+22.2%
12,342
+2.4%
0.48%
+12.2%
Q4 2018$1,442,000
-9.7%
12,047
+7.5%
0.42%
-5.8%
Q3 2018$1,597,000
+6.0%
11,2100.0%0.45%
-4.2%
Q2 2018$1,507,000
+3.7%
11,2100.0%0.47%
+0.2%
Q1 2018$1,453,000
+1.5%
11,2100.0%0.47%
-0.4%
Q4 2017$1,432,000
+6.9%
11,210
+1.8%
0.47%
+0.4%
Q3 2017$1,340,000
+3.4%
11,0100.0%0.47%
-1.3%
Q2 2017$1,296,000
+4.2%
11,0100.0%0.48%
-0.6%
Q1 2017$1,244,000
+7.0%
11,0100.0%0.48%
-0.2%
Q4 2016$1,163,000
-0.7%
11,0100.0%0.48%
-6.8%
Q3 2016$1,171,000
+4.4%
11,0100.0%0.52%
-2.3%
Q2 2016$1,122,000
-4.8%
11,010
-6.4%
0.53%
-10.2%
Q1 2016$1,179,000
+0.5%
11,7630.0%0.59%
-3.9%
Q4 2015$1,173,000
+2.5%
11,7630.0%0.61%
-3.2%
Q3 2015$1,144,000
-8.8%
11,7630.0%0.63%
-2.9%
Q2 2015$1,254,000
-1.3%
11,7630.0%0.65%
-1.4%
Q1 2015$1,271,000
+6.4%
11,7630.0%0.66%
+1.2%
Q4 2014$1,195,000
+3.3%
11,763
-2.2%
0.65%
-1.1%
Q3 2014$1,157,000
-0.2%
12,0270.0%0.66%
+1.2%
Q2 2014$1,159,000
+4.0%
12,0270.0%0.65%
-0.8%
Q1 2014$1,114,000
+15.6%
12,027
+12.6%
0.66%
+2.3%
Q4 2013$964,00010,6840.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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