Whitegate Investment Counselors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 615 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.5%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,059,483
-5.2%
10,573
+0.1%
0.69%
-3.2%
Q2 2023$2,172,777
+9.0%
10,559
+3.2%
0.71%
+10.7%
Q1 2023$1,993,761
+110235.4%
10,230
+1.8%
0.64%
+4.4%
Q4 2022$1,807
-99.9%
10,052
+3.7%
0.62%
-1.4%
Q3 2022$1,654,000
-2.0%
9,695
+0.7%
0.63%
+1.3%
Q2 2022$1,688,000
-21.2%
9,626
+0.2%
0.62%
-6.6%
Q1 2022$2,141,000
-9.9%
9,611
+3.0%
0.66%
-5.3%
Q4 2021$2,375,000
-15.2%
9,329
-21.3%
0.70%
+75.6%
Q3 2021$2,802,000
-8.3%
11,860
-8.3%
0.40%
-8.1%
Q2 2021$3,055,000
+13.3%
12,927
+2.9%
0.43%
+5.4%
Q1 2021$2,696,000
+516.9%
12,565
+510.2%
0.41%
+478.9%
Q4 2020$437,000
+32.0%
2,059
+12.0%
0.07%
+18.3%
Q3 2020$331,000
+8.9%
1,8390.0%0.06%
-1.6%
Q2 2020$304,000
+35.7%
1,839
+3.8%
0.06%
+13.0%
Q1 2020$224,000
-22.0%
1,772
-2.0%
0.05%
+3.8%
Q4 2019$287,0001,8090.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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