Wealthspire Advisors, L.P. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 523 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$245,000
+2.1%
1,360
-6.3%
0.01%
-47.1%
Q2 2020$240,000
+17.6%
1,451
-10.0%
0.02%
-5.6%
Q1 2020$204,000
-47.3%
1,613
-33.8%
0.02%
-30.8%
Q4 2019$387,000
+7.2%
2,4370.0%0.03%0.0%
Q3 2019$361,000
-0.8%
2,4370.0%0.03%
-3.7%
Q2 2019$364,000
+4.3%
2,437
-0.4%
0.03%
+3.8%
Q1 2019$349,000
+21.2%
2,447
+1.6%
0.03%0.0%
Q4 2018$288,000
-17.5%
2,409
-1.6%
0.03%
-10.3%
Q3 2018$349,000
+8.4%
2,447
+2.0%
0.03%0.0%
Q2 2018$322,000
-4.5%
2,399
-7.7%
0.03%
-9.4%
Q1 2018$337,000
+32.2%
2,600
+30.0%
0.03%
+28.0%
Q4 2017$255,000
+9.9%
2,000
+4.8%
0.02%0.0%
Q3 2017$232,000
+39.8%
1,908
+35.5%
0.02%
+25.0%
Q2 2017$166,000
+4.4%
1,4080.0%0.02%
-13.0%
Q1 2017$159,000
+6.7%
1,4080.0%0.02%
+4.5%
Q4 2016$149,000
-0.7%
1,4080.0%0.02%
-4.3%
Q3 2016$150,000
+4.9%
1,4080.0%0.02%
-4.2%
Q2 2016$143,000
+1.4%
1,4080.0%0.02%
-4.0%
Q1 2016$141,000
+0.7%
1,4080.0%0.02%
-3.8%
Q4 2015$140,0001,4080.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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