IFP Advisors, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 730 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.93 and the average weighting 0.5%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$321,958
-44.7%
1,653
-57.5%
0.01%
+7.7%
Q2 2023$582,447
+217.9%
3,888
+99.3%
0.01%
+62.5%
Q1 2023$183,245
+35412.6%
1,951
-63.9%
0.01%
-42.9%
Q4 2022$516
-99.9%
5,409
+1.6%
0.01%
+7.7%
Q3 2022$505,000
+2.2%
5,324
+1.7%
0.01%
-18.8%
Q2 2022$494,000
-21.5%
5,235
-21.0%
0.02%
+100.0%
Q1 2022$629,000
+85.5%
6,630
+400.0%
0.01%
+14.3%
Q4 2021$339,000
+28.9%
1,326
+22.7%
0.01%
+40.0%
Q3 2021$263,000
-11.7%
1,081
-14.2%
0.01%
-16.7%
Q2 2021$298,000
+9.2%
1,260
-2.2%
0.01%
+20.0%
Q1 2021$273,000
+16.2%
1,288
+15.4%
0.01%
-50.0%
Q4 2020$235,000
+15.2%
1,116
-1.2%
0.01%
-16.7%
Q3 2020$204,000
-7.3%
1,129
-17.1%
0.01%
-29.4%
Q2 2020$220,000
-15.4%
1,362
-32.3%
0.02%
-34.6%
Q1 2020$260,000
-22.4%
2,013
-4.9%
0.03%
+4.0%
Q4 2019$335,000
-3.5%
2,117
-9.9%
0.02%
+8.7%
Q3 2019$347,000
+85.6%
2,350
+79.5%
0.02%
-11.5%
Q1 2019$187,000
-45.8%
1,309
-55.0%
0.03%
+23.8%
Q4 2018$345,000
-42.0%
2,911
-30.3%
0.02%
-12.5%
Q3 2018$595,000
+1.5%
4,179
-4.2%
0.02%
-4.0%
Q2 2018$586,000
+38.2%
4,363
+31.5%
0.02%
+31.6%
Q1 2018$424,0000.0%3,3170.0%0.02%0.0%
Q4 2017$424,000
-28.6%
3,317
-32.0%
0.02%
-20.8%
Q3 2017$594,000
+2.9%
4,876
-0.6%
0.02%0.0%
Q2 2017$577,000
+29.1%
4,904
+23.9%
0.02%
+26.3%
Q1 2017$447,000
+18.9%
3,959
+11.3%
0.02%
+5.6%
Q4 2016$376,000
+41.9%
3,558
+42.6%
0.02%
+28.6%
Q3 2016$265,000
+38.0%
2,495
+32.1%
0.01%
+27.3%
Q2 2016$192,000
+2.7%
1,889
+44.3%
0.01%
-57.7%
Q1 2016$187,000
-65.6%
1,309
-76.0%
0.03%
-27.8%
Q4 2015$543,0005,4430.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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