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