Sequoia Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 615 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$355,563
+4.8%
1,824
-3.4%
0.01%0.0%
Q4 2022$339,361
+33.1%
1,888
+26.1%
0.01%0.0%
Q3 2022$255,000
-5.2%
1,497
-2.6%
0.01%0.0%
Q2 2022$269,000
-34.1%
1,537
-16.1%
0.01%
-20.0%
Q1 2022$408,000
-12.1%
1,831
+0.4%
0.01%
-23.1%
Q4 2021$464,000
+53.6%
1,823
+42.5%
0.01%
+18.2%
Q2 2021$302,000
+10.2%
1,279
+0.1%
0.01%0.0%
Q1 2021$274,000
+1.1%
1,2780.0%0.01%
-8.3%
Q4 2020$271,000
+14.8%
1,278
-2.6%
0.01%0.0%
Q3 2020$236,000
+0.4%
1,312
-11.5%
0.01%
-20.0%
Q4 2019$235,000
-34.4%
1,483
-38.6%
0.02%
-42.3%
Q3 2019$358,0002,4160.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 410,751$97,081,00010.03%
Truepoint, Inc. 762,319$180,174,0009.97%
BHK Investment Advisors, LLC 96,165$22,729,0009.28%
Fulcrum Capital LLC 153,821$36,356,0009.12%
Bryn Mawr Capital Management, LLC 70,928$16,764,0007.59%
Waverly Advisors, LLC 333,121$80,798,0007.45%
Praetorian Wealth Management, Inc. 86,729$20,498,0006.85%
Goepper Burkhardt LLC 38,127$9,011,0005.69%
ERTS Wealth Advisors, LLC 84,075$19,885,0005.38%
Parcion Private Wealth LLC 225,848$53,379,0005.35%
View complete list of VANGUARD INDEX FDS shareholders