BerganKDV Wealth Management, LLC - 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
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 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