INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 422 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.5%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$165,283
-2.6%
7200.0%0.02%
-7.4%
Q1 2024$169,769
+7.4%
7200.0%0.03%
+3.8%
Q4 2023$158,090
+12.7%
7200.0%0.03%
+13.0%
Q3 2023$140,234
-8.3%
720
-3.1%
0.02%
-8.0%
Q2 2023$152,887
+9.0%
743
+3.2%
0.02%
+8.7%
Q1 2023$140,321
+8.4%
7200.0%0.02%
+9.5%
Q4 2022$129,427
+5.2%
7200.0%0.02%
-4.5%
Q3 2022$123,000
-2.4%
7200.0%0.02%0.0%
Q2 2022$126,000
-21.2%
7200.0%0.02%
-12.0%
Q1 2022$160,000
-12.6%
7200.0%0.02%
-13.8%
Q4 2021$183,000
+7.6%
7200.0%0.03%
+7.4%
Q3 2021$170,0000.0%7200.0%0.03%
-3.6%
Q2 2021$170,000
+9.7%
7200.0%0.03%
-6.7%
Q1 2021$155,000
+1.3%
7200.0%0.03%
-6.2%
Q4 2020$153,000
+17.7%
7200.0%0.03%
+6.7%
Q3 2020$130,000
+8.3%
720
-1.2%
0.03%
+20.0%
Q2 2020$120,000
+31.9%
729
+1.2%
0.02%
+19.0%
Q1 2020$91,000
-20.2%
7200.0%0.02%
-12.5%
Q4 2019$114,000
+6.5%
7200.0%0.02%
+4.3%
Q3 2019$107,000
-0.9%
7200.0%0.02%0.0%
Q2 2019$108,000
+4.9%
7200.0%0.02%
+4.5%
Q1 2019$103,000
+19.8%
7200.0%0.02%
+15.8%
Q4 2018$86,000
-16.5%
7200.0%0.02%
-5.0%
Q3 2018$103,000
+6.2%
7200.0%0.02%0.0%
Q2 2018$97,000
+4.3%
7200.0%0.02%0.0%
Q1 2018$93,0007200.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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