LGL PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 16 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LGL PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$640,209
-5.3%
3,2870.0%0.11%
-3.4%
Q2 2023$676,366
+5.6%
3,2870.0%0.12%
+5.5%
Q1 2023$640,603
+8.4%
3,2870.0%0.11%
+2.8%
Q4 2022$590,871
+5.3%
3,2870.0%0.11%
-8.5%
Q3 2022$561,000
-2.6%
3,2870.0%0.12%
+25.8%
Q2 2022$576,000
-21.3%
3,2870.0%0.09%
-5.1%
Q1 2022$732,000
-12.5%
3,2870.0%0.10%
-1.0%
Q4 2021$837,000
+7.7%
3,2870.0%0.10%
-79.0%
Q3 2021$777,0000.0%3,2870.0%0.47%
+1.5%
Q2 2021$777,000
+10.2%
3,2870.0%0.46%
+15.1%
Q1 2021$705,000
+1.1%
3,2870.0%0.40%
+0.2%
Q4 2020$697,000
-1.7%
3,287
-16.5%
0.40%
-5.8%
Q3 2020$709,000
+9.1%
3,9350.0%0.43%
+5.9%
Q2 2020$650,000
+30.3%
3,9350.0%0.40%
+23.2%
Q1 2020$499,000
-20.2%
3,9350.0%0.33%
+60.0%
Q4 2019$625,000
+3.5%
3,935
-3.4%
0.20%
-18.3%
Q3 2019$604,000
-0.7%
4,0750.0%0.25%
+4.6%
Q2 2019$608,000
+4.5%
4,0750.0%0.24%
+8.6%
Q1 2019$582,0004,0750.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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