Orgel Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$59,840,685
-3.6%
307,238
+1.9%
2.02%
-1.3%
Q2 2023$62,066,727
+10.8%
301,632
+5.0%
2.05%
+2.3%
Q1 2023$56,005,237
+12.8%
287,368
+4.0%
2.00%
+4.9%
Q4 2022$49,667,741
+11.0%
276,300
+5.3%
1.91%
-13.5%
Q3 2022$44,757,000
+49.5%
262,442
+53.8%
2.21%
+30.4%
Q2 2022$29,929,000
-18.2%
170,652
+4.0%
1.69%
-32.6%
Q1 2022$36,574,000
+22.3%
164,150
+39.7%
2.51%
-13.1%
Q4 2021$29,911,000
+30.6%
117,473
+21.2%
2.89%
+11.0%
Q3 2021$22,898,000
+2.2%
96,904
+2.2%
2.60%
-7.4%
Q2 2021$22,410,000
+16.7%
94,817
+6.0%
2.81%
+3.4%
Q1 2021$19,197,000
+6.1%
89,461
+4.9%
2.72%
-26.7%
Q4 2020$18,085,000
+41.2%
85,279
+20.0%
3.71%
+3.9%
Q3 2020$12,805,000
+15.2%
71,085
+5.6%
3.57%
-14.7%
Q2 2020$11,117,000
+61.2%
67,341
+23.7%
4.19%
+53.3%
Q1 2020$6,897,000
+37.5%
54,443
+72.3%
2.73%
+98.4%
Q4 2019$5,016,000
+56.3%
31,590
+45.8%
1.38%
+14.3%
Q3 2019$3,210,000
+3.5%
21,671
+4.3%
1.21%
-0.3%
Q2 2019$3,101,000
+9.2%
20,770
+4.4%
1.21%
+26.2%
Q1 2019$2,840,000
+30.5%
19,894
+9.4%
0.96%
+46.0%
Q4 2018$2,176,000
+47.2%
18,179
+75.2%
0.66%
+1.5%
Q3 2018$1,478,000
+16.0%
10,375
+9.4%
0.65%
+106.1%
Q2 2018$1,274,000
+18.0%
9,480
+13.8%
0.31%
+17.6%
Q1 2018$1,080,000
+45.7%
8,331
+43.7%
0.27%
+49.2%
Q4 2017$741,0005,7990.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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