Cornerstone Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 629 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$448,361
-3.9%
2,302
+1.5%
0.08%
-4.9%
Q2 2023$466,481
-4.4%
2,267
-9.4%
0.08%
-6.8%
Q1 2023$487,834
-13.9%
2,503
-20.6%
0.09%
-21.4%
Q4 2022$566,760
-23.3%
3,153
-27.2%
0.11%
-32.1%
Q3 2022$739,000
-21.4%
4,332
-19.1%
0.16%
-23.3%
Q2 2022$940,000
-9.5%
5,357
+14.9%
0.22%
+36.1%
Q1 2022$1,039,000
+1.1%
4,661
+15.4%
0.16%
+6.8%
Q4 2021$1,028,000
-2.5%
4,038
-9.5%
0.15%
-15.4%
Q3 2021$1,054,000
+74.8%
4,462
+74.9%
0.18%
+71.6%
Q2 2021$603,000
-34.8%
2,551
-40.8%
0.10%
-41.7%
Q1 2021$925,000
-0.6%
4,308
-1.8%
0.18%
-6.9%
Q4 2020$931,000
+16.5%
4,386
-1.1%
0.19%
+1.1%
Q3 2020$799,000
+6.5%
4,436
-2.5%
0.19%
-5.1%
Q2 2020$750,000
+107.2%
4,548
+59.4%
0.20%
+78.2%
Q1 2020$362,000
+14.2%
2,854
+43.1%
0.11%
+66.7%
Q4 2019$317,0001,9940.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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