Summit Financial Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 667 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

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 2022
NameSharesValueWeighting ↓
Howard Capital Management Inc. 194,211$29,709,00013.18%
Truepoint, Inc. 917,596$137,006,00011.05%
Bryn Mawr Capital Management, LLC 74,417$11,111,0009.43%
Q3 Asset Management 47,896$3,874,0009.08%
Waverly Advisors, LLC 319,127$47,649,0007.10%
BHK Investment Advisors, LLC 76,071$11,358,0006.46%
HNP Capital LLC 63,183$9,434,0005.53%
Vectors Research Management, LLC 66,463$9,924,0005.36%
Community Financial Services Group, LLC 103,254$15,417,0005.27%
WoodTrust Financial Corp 63,206$9,437,0004.25%
View complete list of VANGUARD INDEX FDS shareholders