Dynamic Advisor Solutions LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 827 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,332,214
+205.6%
10,159
+213.9%
0.07%
+180.8%
Q1 2024$763,102
+7.6%
3,236
-3.2%
0.03%0.0%
Q4 2023$709,418
+5.9%
3,343
-2.8%
0.03%
-18.8%
Q3 2023$670,117
+2.2%
3,441
+8.0%
0.03%
-5.9%
Q2 2023$655,698
+2.9%
3,187
-2.5%
0.03%
-8.1%
Q1 2023$637,123
-19.7%
3,269
-26.0%
0.04%
-31.5%
Q4 2022$793,562
-1.7%
4,415
-6.7%
0.05%
-12.9%
Q3 2022$807,000
-3.8%
4,730
-1.2%
0.06%
-3.1%
Q2 2022$839,000
-22.7%
4,786
-1.7%
0.06%
-15.8%
Q1 2022$1,085,000
-17.7%
4,870
-6.0%
0.08%
-19.1%
Q4 2021$1,319,000
+22.2%
5,179
+13.4%
0.09%
+16.0%
Q3 2021$1,079,000
-7.9%
4,566
-7.9%
0.08%
-12.9%
Q2 2021$1,171,000
+14.6%
4,955
+4.1%
0.09%
-2.1%
Q1 2021$1,022,000
+6.0%
4,762
+4.7%
0.10%
+5.6%
Q4 2020$964,000
+34.1%
4,547
+13.8%
0.09%
+9.8%
Q3 2020$719,000
+193.5%
3,994
+169.0%
0.08%
+148.5%
Q2 2020$245,0001,4850.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Truepoint, Inc. 814,958$207,505,0009.68%
STEPHENS GROUP ASSET MANAGEMENT, LLC 394,373$100,415,0009.62%
BHK Investment Advisors, LLC 93,433$23,790,0009.38%
Fulcrum Capital LLC 159,437$40,596,0008.80%
Bryn Mawr Capital Management, LLC 79,447$20,229,0007.68%
Axiom Advisory, LLC 35,939$9,158,0007.52%
Praetorian Wealth Management, Inc. 89,166$22,703,0007.37%
Waverly Advisors, LLC 365,078$80,503,0006.96%
Trust Co 112,449$28,631,0006.68%
AIRE ADVISORS, LLC 57,003$14,517,0006.27%
View complete list of VANGUARD INDEX FDS shareholders