BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 523 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.5%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$215,236
+5.6%
1,0460.0%0.02%
+4.8%
Q1 2023$203,855
+6.4%
1,046
-1.9%
0.02%0.0%
Q4 2022$191,624
+2.5%
1,066
-2.8%
0.02%
-4.5%
Q3 2022$187,000
+2.2%
1,097
+4.9%
0.02%
+4.8%
Q2 2022$183,000
-21.5%
1,0460.0%0.02%
-16.0%
Q1 2022$233,000
-12.4%
1,0460.0%0.02%
-10.7%
Q4 2021$266,000
+7.7%
1,0460.0%0.03%0.0%
Q3 2021$247,0000.0%1,0460.0%0.03%
-3.4%
Q2 2021$247,000
+10.3%
1,0460.0%0.03%0.0%
Q1 2021$224,000
+0.9%
1,0460.0%0.03%
-6.5%
Q4 2020$222,000
+18.1%
1,0460.0%0.03%
+3.3%
Q3 2020$188,000
+8.7%
1,0460.0%0.03%0.0%
Q2 2020$173,000
+30.1%
1,0460.0%0.03%
+11.1%
Q1 2020$133,000
-19.9%
1,0460.0%0.03%
-10.0%
Q4 2019$166,000
+7.1%
1,0460.0%0.03%
-3.2%
Q3 2019$155,000
-0.6%
1,0460.0%0.03%0.0%
Q2 2019$156,000
+4.7%
1,0460.0%0.03%
+3.3%
Q1 2019$149,000
+19.2%
1,0460.0%0.03%
+3.4%
Q4 2018$125,000
-16.1%
1,0460.0%0.03%
-9.4%
Q3 2018$149,000
+5.7%
1,0460.0%0.03%0.0%
Q2 2018$141,0001,0460.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders