Cornerstone Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 741 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.93 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$731,837
+9.4%
3,188
+12.3%
0.10%
+8.4%
Q1 2024$669,172
+4.4%
2,838
-2.7%
0.10%
-5.0%
Q4 2023$640,705
+42.9%
2,918
+26.8%
0.10%
+28.2%
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 Q1 2023
NameSharesValueWeighting ↓
Truepoint, Inc. 957,178$128,654,00011.58%
Bryn Mawr Capital Management, LLC 87,216$11,723,00010.28%
BHK Investment Advisors, LLC 74,143$9,966,0006.93%
Waverly Advisors, LLC 327,061$43,960,0006.84%
Arrow Investment Advisors, LLC 135,434$18,204,0005.94%
Money Design Co.,Ltd. 108,847$14,630,0005.33%
CABANA LLC 145,997$19,623,0005.12%
Community Financial Services Group, LLC 96,724$13,000,0004.65%
Foundations Investment Advisors, LLC 118,116$15,876,0004.23%
WoodTrust Financial Corp 58,404$7,850,0004.12%
View complete list of VANGUARD INDEX FDS shareholders