Hefty Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 349 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 2.07 and the average weighting 0.4%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2018$30,000
-23.1%
231
-23.8%
0.02%
-20.8%
Q4 2017$39,000
-11.4%
303
-15.4%
0.02%
-17.2%
Q3 2017$44,000
-6.4%
358
-10.5%
0.03%
-9.4%
Q2 2017$47,000
+2.2%
400
-2.7%
0.03%
-3.0%
Q1 2017$46,000
+2.2%
411
-4.0%
0.03%
-13.2%
Q4 2016$45,000
-37.5%
428
-37.5%
0.04%
-30.9%
Q3 2016$72,000
-6.5%
685
-9.6%
0.06%
-14.1%
Q2 2016$77,000
+11.6%
758
+10.0%
0.06%
-1.5%
Q1 2016$69,000
+1.5%
6890.0%0.06%0.0%
Q4 2015$68,0006890.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders