Capital Asset Advisory Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 266 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$25,000
-28.6%
100
-32.0%
0.00%
-25.0%
Q3 2021$35,0000.0%1470.0%0.00%0.0%
Q2 2021$35,000
+9.4%
1470.0%0.00%
-20.0%
Q1 2021$32,000
+3.2%
1470.0%0.01%
-16.7%
Q4 2020$31,000
+19.2%
1470.0%0.01%
+20.0%
Q3 2020$26,0000.0%1470.0%0.01%
-16.7%
Q2 2020$26,000
-97.9%
147
-98.6%
0.01%
-99.3%
Q2 2017$1,266,000
-21.6%
10,779
-24.6%
0.81%
-30.3%
Q1 2017$1,614,000
+15.0%
14,287
+7.6%
1.17%
-2.2%
Q4 2016$1,404,00013,2821.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 410,751$97,081,00010.03%
Truepoint, Inc. 762,319$180,174,0009.97%
BHK Investment Advisors, LLC 96,165$22,729,0009.28%
Fulcrum Capital LLC 153,821$36,356,0009.12%
Bryn Mawr Capital Management, LLC 70,928$16,764,0007.59%
Waverly Advisors, LLC 333,121$80,798,0007.45%
Praetorian Wealth Management, Inc. 86,729$20,498,0006.85%
Goepper Burkhardt LLC 38,127$9,011,0005.69%
ERTS Wealth Advisors, LLC 84,075$19,885,0005.38%
Parcion Private Wealth LLC 225,848$53,379,0005.35%
View complete list of VANGUARD INDEX FDS shareholders