BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 621 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 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 Q2 2021
NameSharesValueWeighting ↓
SWAN Capital LLC 61,402$11,959,1719.54%
BHK Investment Advisors, LLC 106,011$20,647,7069.50%
STEPHENS GROUP ASSET MANAGEMENT, LLC 431,212$83,987,1619.04%
Axiom Advisory, LLC 40,794$7,945,4607.15%
Trust Co 226,435$44,101,5857.11%
Pacific Life Fund Advisors LLC 336,836$65,605,5486.94%
Davis Investment Partners, LLC 67,620$12,928,5776.88%
Praetorian Wealth Management, Inc. 108,901$21,210,6476.74%
Truepoint, Inc. 1,026,813$199,992,4116.43%
Hyperion Partners, LLC 34,949$6,806,9695.88%
View complete list of VANGUARD INDEX FDS shareholders