BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 629 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.97 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 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders