One Capital Management, 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
One Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$415,249
-5.3%
2,1320.0%0.02%
-10.0%
Q2 2023$438,701
+5.6%
2,1320.0%0.02%0.0%
Q1 2023$415,505
+8.4%
2,1320.0%0.02%0.0%
Q4 2022$383,248
-22.1%
2,132
-26.3%
0.02%
-31.0%
Q3 2022$492,000
+6.7%
2,894
+9.9%
0.03%
+7.4%
Q2 2022$461,000
-23.3%
2,633
-2.5%
0.03%
-15.6%
Q1 2022$601,000
-12.5%
2,7000.0%0.03%
-38.5%
Q4 2021$687,000
+9.6%
2,700
+1.7%
0.05%0.0%
Q3 2021$627,000
+9.8%
2,654
+9.7%
0.05%
+2.0%
Q2 2021$571,000
+52.7%
2,419
+38.6%
0.05%
+24.4%
Q1 2021$374,000
+1.1%
1,7450.0%0.04%
-6.8%
Q4 2020$370,000
+17.8%
1,7450.0%0.04%
+2.3%
Q3 2020$314,0000.0%1,745
-8.2%
0.04%
-4.4%
Q2 2020$314,000
+30.3%
1,9000.0%0.04%
+9.8%
Q1 2020$241,000
-20.2%
1,9000.0%0.04%
-10.9%
Q4 2019$302,000
+7.5%
1,9000.0%0.05%
-2.1%
Q3 2019$281,000
-1.1%
1,9000.0%0.05%
-2.1%
Q2 2019$284,000
+4.8%
1,9000.0%0.05%0.0%
Q1 2019$271,000
+19.4%
1,9000.0%0.05%
+4.3%
Q4 2018$227,000
-16.2%
1,9000.0%0.05%
-6.1%
Q3 2018$271,000
+6.3%
1,9000.0%0.05%
+2.1%
Q2 2018$255,000
+3.7%
1,9000.0%0.05%0.0%
Q1 2018$246,000
+1.2%
1,9000.0%0.05%
-2.0%
Q4 2017$243,000
+5.2%
1,9000.0%0.05%
+2.1%
Q3 2017$231,000
+3.1%
1,9000.0%0.05%
-27.3%
Q2 2017$224,000
+4.2%
1,9000.0%0.07%
-1.5%
Q1 2017$215,000
-3.2%
1,900
-9.5%
0.07%
-4.3%
Q4 2016$222,000
-0.4%
2,1000.0%0.07%
-4.1%
Q3 2016$223,000
+4.2%
2,1000.0%0.07%
-2.7%
Q2 2016$214,000
-100.0%
2,1000.0%0.08%
-99.9%
Q1 2016$2,182,211,000
+1044020.1%
2,1000.0%86.36%
+121539.4%
Q4 2015$209,000
+2.5%
2,1000.0%0.07%
-4.1%
Q3 2015$204,000
-8.9%
2,1000.0%0.07%
+15.6%
Q2 2015$224,000
-1.3%
2,1000.0%0.06%
-5.9%
Q1 2015$227,000
+6.6%
2,1000.0%0.07%
-15.0%
Q4 2014$213,000
+5.4%
2,1000.0%0.08%
+11.1%
Q3 2014$202,0000.0%2,1000.0%0.07%
-11.1%
Q2 2014$202,0002,1000.08%
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