Klingman & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 16 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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 2023
NameSharesValueWeighting ↓
Waverly Advisors, LLC 314,982$33,568,00020.65%
Truepoint, Inc. 796,291$84,861,00012.76%
Quantitative Advantage, LLC 373,221$39,774,00010.25%
Arrow Investment Advisors, LLC 446,227$47,554,0009.57%
IBBOTSON ASSOCIATES INC 87,251$9,298,0006.26%
Avior Wealth Management, LLC 55,828$5,950,0004.64%
Cranbrook Wealth Management, LLC 70,138$7,475,0004.29%
FundX Investment Group, LLC 78,123$8,326,0003.45%
Community Financial Services Group, LLC 67,348$7,177,0003.42%
CHURCHILL MANAGEMENT Corp 893,131$95,181,0003.39%
View complete list of VANGUARD INDEX FDS shareholders