CHOREO, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 621 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.5%.

Quarter-by-quarter ownership
CHOREO, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$521,269
-23.4%
2,676
-19.1%
0.02%
-21.7%
Q2 2023$680,801
+4.7%
3,309
-0.9%
0.02%0.0%
Q1 2023$650,470
+81.0%
3,338
+67.0%
0.02%
+27.8%
Q4 2022$359,323
+3.9%
1,999
-1.4%
0.02%
-10.0%
Q3 2022$346,000
-2.5%
2,027
+0.1%
0.02%0.0%
Q2 2022$355,000
-17.6%
2,025
+4.8%
0.02%
-9.1%
Q1 2022$431,000
-15.7%
1,933
-3.7%
0.02%
-12.0%
Q4 2021$511,000
+1.6%
2,008
-5.8%
0.02%
-7.4%
Q3 2021$503,000
-5.5%
2,131
-5.3%
0.03%
-6.9%
Q2 2021$532,000
+10.4%
2,250
+0.3%
0.03%
-6.5%
Q1 2021$482,000
-25.5%
2,244
-26.5%
0.03%
-32.6%
Q4 2020$647,000
+18.5%
3,053
+0.7%
0.05%0.0%
Q3 2020$546,000
+9.6%
3,033
+0.6%
0.05%
-4.2%
Q2 2020$498,000
+30.0%
3,016
-0.2%
0.05%
+2.1%
Q1 2020$383,0003,0230.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Waverly Advisors, LLC 314,982$33,568,00020.65%
Truepoint, Inc. 796,291$84,861,00012.76%
Quantitative Advantage, LLC 373,221$39,774,00010.25%
Arrow Investment Advisors, LLC 446,227$47,554,0009.57%
IBBOTSON ASSOCIATES INC 87,251$9,298,0006.26%
Avior Wealth Management, LLC 55,828$5,950,0004.64%
Cranbrook Wealth Management, LLC 70,138$7,475,0004.29%
FundX Investment Group, LLC 78,123$8,326,0003.45%
Community Financial Services Group, LLC 67,348$7,177,0003.42%
CHURCHILL MANAGEMENT Corp 893,131$95,181,0003.39%
View complete list of VANGUARD INDEX FDS shareholders