Klingman & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 716 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 6.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$353,313
-5.3%
1,8140.0%0.03%
-3.3%
Q2 2023$373,267
+5.2%
1,814
-0.3%
0.03%
-3.2%
Q1 2023$354,700
+8.4%
1,8200.0%0.03%
+6.9%
Q4 2022$327,163
+3.2%
1,820
-2.1%
0.03%
-6.5%
Q3 2022$317,000
+5.3%
1,859
+8.3%
0.03%
+6.9%
Q2 2022$301,000
-21.0%
1,717
+0.3%
0.03%
-9.4%
Q1 2022$381,000
-17.2%
1,712
-5.2%
0.03%
-20.0%
Q4 2021$460,000
+7.7%
1,8060.0%0.04%0.0%
Q3 2021$427,000
+18.3%
1,806
+18.3%
0.04%
+14.3%
Q2 2021$361,000
+8.7%
1,527
-1.2%
0.04%
+2.9%
Q1 2021$332,000
-10.3%
1,545
-11.5%
0.03%
-20.9%
Q4 2020$370,000
+16.0%
1,746
-1.4%
0.04%0.0%
Q3 2020$319,000
-5.9%
1,770
-13.7%
0.04%
-17.3%
Q2 2020$339,000
+25.1%
2,052
-4.2%
0.05%
-5.5%
Q1 2020$271,000
-10.6%
2,143
+12.3%
0.06%
+10.0%
Q4 2019$303,0001,9090.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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