Joel Isaacson & Co., LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 239 filers reported holding VANGUARD INDEX FDS in Q3 2016. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$735,504
+3.8%
3,776
+9.7%
0.05%
+6.4%
Q2 2023$708,548
+9.8%
3,443
+4.0%
0.05%
+2.2%
Q1 2023$645,493
+8.6%
3,312
+0.2%
0.05%0.0%
Q4 2022$594,427
+2.5%
3,307
-2.8%
0.05%
-8.0%
Q3 2022$580,000
-21.8%
3,401
-19.6%
0.05%
-19.4%
Q2 2022$742,000
+105.5%
4,232
+147.9%
0.06%
+129.6%
Q1 2022$361,000
+1619.0%
1,707
+753.5%
0.03%
+575.0%
Q4 2016$21,0000.0%2000.0%0.00%0.0%
Q3 2016$21,000
+5.0%
2000.0%0.00%0.0%
Q2 2016$20,000
-35.5%
200
-35.5%
0.00%
-42.9%
Q1 2016$31,0000.0%3100.0%0.01%
-12.5%
Q4 2015$31,000
+3.3%
3100.0%0.01%0.0%
Q3 2015$30,000
-9.1%
3100.0%0.01%0.0%
Q2 2015$33,000
+106.2%
310
+108.1%
0.01%
+100.0%
Q1 2015$16,000
+45.5%
149
+35.5%
0.00%
+33.3%
Q4 2014$11,0000.0%1100.0%0.00%0.0%
Q3 2014$11,0000.0%1100.0%0.00%0.0%
Q2 2014$11,000
+10.0%
1100.0%0.00%0.0%
Q1 2014$10,0001100.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2016
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