Regal Wealth Group, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 615 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.5%.

Quarter-by-quarter ownership
Regal Wealth Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2021$2,0000.0%90.0%0.00%0.0%
Q4 2020$2,0000.0%90.0%0.00%
-50.0%
Q3 2020$2,000
+100.0%
90.0%0.00%
+100.0%
Q2 2020$1,0000.0%90.0%0.00%0.0%
Q1 2020$1,0000.0%90.0%0.00%0.0%
Q4 2019$1,0000.0%90.0%0.00%0.0%
Q3 2019$1,00090.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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