WEALTHSOURCE PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 730 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
WEALTHSOURCE PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$534,741
-5.4%
2,746
-0.1%
0.04%0.0%
Q2 2023$565,488
+0.5%
2,748
-4.8%
0.04%
-2.6%
Q1 2023$562,732
+51.6%
2,887
+39.8%
0.04%
+46.2%
Q4 2022$371,252
-0.2%
2,065
-5.4%
0.03%
-7.1%
Q3 2022$372,000
+5.4%
2,182
+8.4%
0.03%
+7.7%
Q2 2022$353,000
-30.2%
2,012
-11.4%
0.03%
-23.5%
Q1 2022$506,000
-6.8%
2,272
+6.6%
0.03%
-20.9%
Q4 2021$543,000
+7.7%
2,131
-0.1%
0.04%
-2.3%
Q3 2021$504,000
+1.4%
2,134
+1.5%
0.04%0.0%
Q2 2021$497,000
+6.9%
2,102
-3.0%
0.04%
-4.3%
Q1 2021$465,000
-56.5%
2,167
-57.0%
0.05%
-63.2%
Q4 2020$1,070,000
+17.2%
5,044
-0.5%
0.12%
+2.5%
Q3 2020$913,000
+7.5%
5,067
-1.5%
0.12%0.0%
Q2 2020$849,000
+34.3%
5,144
+3.1%
0.12%
+22.0%
Q1 2020$632,000
-16.7%
4,989
+4.4%
0.10%0.0%
Q4 2019$759,000
-4.3%
4,778
-10.7%
0.10%
-16.0%
Q3 2019$793,0005,3530.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders