Clearwater Capital Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,511,610
-12.2%
7,761
-7.2%
0.18%
-9.8%
Q2 2023$1,721,472
+2.6%
8,366
-2.8%
0.20%0.0%
Q1 2023$1,678,198
+4.6%
8,611
-3.5%
0.20%
-1.9%
Q4 2022$1,603,998
-0.3%
8,923
-5.4%
0.21%
-5.9%
Q3 2022$1,609,000
-3.2%
9,435
-0.5%
0.22%
-2.2%
Q2 2022$1,663,000
-18.8%
9,485
+3.2%
0.23%
-3.4%
Q1 2022$2,047,000
-17.1%
9,188
-5.2%
0.24%
-13.6%
Q4 2021$2,469,000
+4.9%
9,696
-2.6%
0.27%
-0.4%
Q3 2021$2,353,000
-0.9%
9,956
-0.9%
0.27%
-1.1%
Q2 2021$2,374,000
+9.8%
10,046
-0.3%
0.28%
+2.2%
Q1 2021$2,162,000
-8.2%
10,074
-9.3%
0.27%
-13.7%
Q4 2020$2,355,000
+12.2%
11,104
-4.7%
0.31%
-5.2%
Q3 2020$2,099,000
+8.2%
11,654
-0.9%
0.33%
+1.9%
Q2 2020$1,940,000
+9.3%
11,754
-16.1%
0.32%
-15.4%
Q1 2020$1,775,000
-43.0%
14,014
-28.5%
0.38%
-26.2%
Q4 2019$3,112,000
+1.4%
19,602
-5.4%
0.52%
-4.2%
Q3 2019$3,069,000
-13.8%
20,719
-13.1%
0.54%
-16.1%
Q2 2019$3,560,000
-18.0%
23,841
-21.7%
0.65%
-20.6%
Q1 2019$4,344,000
+0.6%
30,430
-15.6%
0.81%
-14.0%
Q4 2018$4,317,000
-21.6%
36,072
-6.7%
0.95%
-11.9%
Q3 2018$5,507,000
+0.6%
38,649
-5.1%
1.08%
-4.3%
Q2 2018$5,476,000
+4.0%
40,739
+0.3%
1.12%
+3.3%
Q1 2018$5,265,000
-16.0%
40,620
-17.2%
1.09%
-21.0%
Q4 2017$6,268,000
+5.5%
49,074
+1.7%
1.38%
-0.5%
Q3 2017$5,939,000
+6.7%
48,257
+2.0%
1.38%
-2.6%
Q2 2017$5,565,000
+8.7%
47,312
+3.2%
1.42%
+1.2%
Q1 2017$5,121,000
+4.3%
45,836
-0.6%
1.40%
-17.6%
Q4 2016$4,909,000
-2.3%
46,107
-3.3%
1.70%
-3.1%
Q3 2016$5,026,000
+0.1%
47,685
-3.3%
1.76%
-5.1%
Q2 2016$5,021,00049,2871.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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