Connecticut Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 712 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,295,845
-6.0%
42,593
-0.7%
0.57%
-7.8%
Q2 2023$8,824,042
-26.6%
42,883
-30.5%
0.61%
-32.5%
Q1 2023$12,022,972
+7.6%
61,691
-0.8%
0.91%
-4.1%
Q4 2022$11,177,483
+4.1%
62,180
-1.3%
0.95%
-5.3%
Q3 2022$10,741,000
-2.7%
62,984
+0.1%
1.00%
+3.7%
Q2 2022$11,037,000
-23.5%
62,932
-2.8%
0.96%
-12.5%
Q1 2022$14,427,000
-12.9%
64,750
-0.5%
1.10%
-14.3%
Q4 2021$16,573,000
+5.7%
65,087
-1.9%
1.29%
-5.9%
Q3 2021$15,680,000
-2.2%
66,355
-2.2%
1.37%
-3.1%
Q2 2021$16,029,000
-69.3%
67,819
-71.7%
1.41%
-70.4%
Q1 2021$52,278,000
+237.1%
239,987
+228.2%
4.77%
+189.7%
Q4 2020$15,506,000
+15.7%
73,117
-1.7%
1.65%
+11.3%
Q3 2020$13,402,000
+2.9%
74,397
-5.7%
1.48%
-8.5%
Q2 2020$13,027,000
+26.4%
78,913
-3.0%
1.62%
+5.1%
Q1 2020$10,304,000
-34.5%
81,336
-17.9%
1.54%
-11.1%
Q4 2019$15,736,000
+6.7%
99,109
-0.5%
1.73%
-4.8%
Q3 2019$14,753,000
+4.2%
99,608
+5.0%
1.82%
+4.1%
Q2 2019$14,162,00094,8521.75%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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