JUNCTURE WEALTH STRATEGIES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
JUNCTURE WEALTH STRATEGIES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$2,102,602
+16.2%
9,576
+3.1%
0.96%
+7.9%
Q3 2023$1,809,608
+81.7%
9,291
+92.0%
0.88%
+89.9%
Q2 2023$995,721
+8.2%
4,839
+2.5%
0.47%
+2.6%
Q1 2023$920,465
-14.1%
4,723
-20.8%
0.45%
-11.0%
Q4 2022$1,071,549
-8.9%
5,961
-13.6%
0.51%
-13.0%
Q3 2022$1,176,000
-20.5%
6,897
-18.2%
0.59%
-19.6%
Q2 2022$1,480,000
+41.4%
8,436
+79.5%
0.73%
+46.4%
Q1 2022$1,047,000
-21.6%
4,699
-10.4%
0.50%
-21.7%
Q4 2021$1,335,000
+3.5%
5,244
-4.0%
0.64%
-6.6%
Q3 2021$1,290,000
-7.0%
5,460
-4.9%
0.68%
-14.6%
Q2 2021$1,387,000
-44.3%
5,742
-51.2%
0.80%
-49.1%
Q1 2021$2,488,000
-53.1%
11,755
-53.0%
1.57%
-53.3%
Q4 2020$5,301,000
+1.7%
24,995
-13.6%
3.36%
-6.8%
Q3 2020$5,211,000
+6.2%
28,925
-2.7%
3.60%
-2.8%
Q2 2020$4,907,000
+22.8%
29,723
-5.8%
3.70%
+0.4%
Q1 2020$3,996,000
+159.6%
31,543
+225.5%
3.69%
+207.5%
Q4 2019$1,539,000
+6.8%
9,691
-0.4%
1.20%
-5.4%
Q3 2019$1,441,000
+179.8%
9,726
+182.0%
1.27%
+206.3%
Q2 2019$515,000
-14.2%
3,449
-18.0%
0.41%
-10.8%
Q1 2019$600,000
-53.5%
4,206
-61.0%
0.46%
-46.7%
Q4 2018$1,290,000
-50.5%
10,782
-41.0%
0.87%
-36.2%
Q3 2018$2,606,000
-0.6%
18,285
-6.2%
1.36%
-2.9%
Q2 2018$2,621,000
-6.9%
19,502
-10.2%
1.40%
-10.6%
Q1 2018$2,816,000
-12.1%
21,728
-13.3%
1.57%
-12.7%
Q4 2017$3,202,000
-27.2%
25,074
-30.6%
1.80%
-27.2%
Q3 2017$4,401,000
-2.7%
36,151
-6.0%
2.47%
-4.9%
Q2 2017$4,524,000
+10.2%
38,445
+5.8%
2.60%
+2.9%
Q1 2017$4,106,000
-0.9%
36,348
-7.3%
2.52%
-12.1%
Q4 2016$4,145,000
+2.4%
39,229
+3.2%
2.87%
+5.1%
Q3 2016$4,046,000
+17.0%
38,027
+12.0%
2.73%
+10.7%
Q2 2016$3,459,000
+18.1%
33,950
+16.3%
2.47%
+14.1%
Q1 2016$2,928,000
+14.2%
29,203
+13.5%
2.16%
+12.9%
Q4 2015$2,565,000
-12.0%
25,724
-14.1%
1.92%
-18.9%
Q3 2015$2,914,000
-2.9%
29,961
+6.4%
2.36%
-3.3%
Q2 2015$3,000,000
-0.6%
28,148
+0.8%
2.44%
-1.5%
Q1 2015$3,018,000
-41.2%
27,936
-44.6%
2.48%
+0.7%
Q4 2014$5,133,00050,4442.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 454,168$77,454,0009.25%
Truepoint, Inc. 982,669$167,584,0008.58%
BHK Investment Advisors, LLC 98,076$16,726,0008.40%
Trust Co 217,233$37,046,0008.10%
Axiom Advisory, LLC 33,194$5,665,0006.73%
Praetorian Wealth Management, Inc. 96,676$16,487,0006.18%
Operose Advisors LLC 55,133$9,402,0006.17%
Hapanowicz & Associates Financial Services, Inc 31,022$5,290,0004.89%
Waverly Advisors, LLC 405,892$69,221,0004.87%
Bryn Mawr Capital Management, LLC 78,435$13,376,0004.74%
View complete list of VANGUARD INDEX FDS shareholders