Jackson, Grant Investment Advisers, Inc. - 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
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$295,144
-5.2%
1,515
+0.1%
0.14%
-1.4%
Q2 2023$311,336
+5.7%
1,513
+0.1%
0.14%
+4.3%
Q1 2023$294,434
+6.4%
1,511
-1.9%
0.14%
+3.0%
Q4 2022$276,807
+5.7%
1,540
+0.3%
0.13%
-2.2%
Q3 2022$262,000
-2.6%
1,536
+0.2%
0.14%
+3.0%
Q2 2022$269,000
-21.1%
1,533
+0.1%
0.13%
-7.0%
Q1 2022$341,000
-5.5%
1,531
+0.3%
0.14%
-11.2%
Q3 2021$361,0000.0%1,527
+0.1%
0.16%
+1.3%
Q2 2021$361,000
+10.4%
1,526
+0.1%
0.16%
+6.0%
Q1 2021$327,000
+1.2%
1,525
+0.1%
0.15%
-9.1%
Q4 2020$323,000
+23.8%
1,524
+5.1%
0.16%
+5.1%
Q3 2020$261,000
+9.7%
1,450
+0.3%
0.16%
+4.0%
Q2 2020$238,000
+30.1%
1,4450.0%0.15%
+11.9%
Q1 2020$183,000
-20.1%
1,445
+0.3%
0.14%
+8.9%
Q4 2019$229,000
+7.5%
1,441
+0.3%
0.12%
+2.5%
Q3 2019$213,000
-6.2%
1,437
-5.6%
0.12%
-8.3%
Q2 2019$227,000
+4.6%
1,523
+0.2%
0.13%
+1.5%
Q1 2019$217,000
+11.3%
1,520
-6.8%
0.13%
-5.1%
Q4 2018$195,000
-15.6%
1,631
+0.4%
0.14%
-5.5%
Q3 2018$231,000
+6.0%
1,6240.0%0.14%
-3.3%
Q2 2018$218,000
+3.8%
1,624
+0.2%
0.15%
+2.0%
Q1 2018$210,000
+1.4%
1,621
+0.1%
0.15%
+5.0%
Q4 2017$207,000
+5.1%
1,619
+0.2%
0.14%
-1.4%
Q3 2017$197,000
+3.7%
1,616
+0.2%
0.14%
-3.4%
Q2 2017$190,000
+5.0%
1,612
+0.4%
0.15%
+1.4%
Q1 2017$181,000
+7.1%
1,606
+0.2%
0.14%
+0.7%
Q4 2016$169,000
+141.4%
1,602
+144.2%
0.14%
+148.3%
Q3 2016$70,000
+4.5%
656
+0.3%
0.06%
-1.7%
Q2 2016$67,000
+3.1%
654
+0.2%
0.06%0.0%
Q1 2016$65,0000.0%653
+0.5%
0.06%
-4.8%
Q4 2015$65,0006500.06%
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