Summit Financial Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 621 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$204,000
-12.4%
9150.0%0.04%
-8.9%
Q4 2021$233,000
+7.9%
9150.0%0.04%
+9.8%
Q3 2021$216,0000.0%9150.0%0.04%
-4.7%
Q2 2021$216,000
-55.1%
915
-59.7%
0.04%
-73.9%
Q4 2020$481,000
+17.6%
2,2680.0%0.16%
-1.2%
Q3 2020$409,000
+9.4%
2,2680.0%0.17%
+0.6%
Q2 2020$374,0002,2680.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Waverly Advisors, LLC 314,982$33,568,00020.65%
Truepoint, Inc. 796,291$84,861,00012.76%
Quantitative Advantage, LLC 373,221$39,774,00010.25%
Arrow Investment Advisors, LLC 446,227$47,554,0009.57%
IBBOTSON ASSOCIATES INC 87,251$9,298,0006.26%
Avior Wealth Management, LLC 55,828$5,950,0004.64%
Cranbrook Wealth Management, LLC 70,138$7,475,0004.29%
FundX Investment Group, LLC 78,123$8,326,0003.45%
Community Financial Services Group, LLC 67,348$7,177,0003.42%
CHURCHILL MANAGEMENT Corp 893,131$95,181,0003.39%
View complete list of VANGUARD INDEX FDS shareholders