FLAGSHIP HARBOR ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 381 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$821,234
-15.8%
4,216
-11.1%
0.07%
-16.0%
Q2 2023$975,439
+24.8%
4,740
+18.2%
0.08%
+9.5%
Q1 2023$781,612
+1.1%
4,011
-6.7%
0.07%
-6.3%
Q4 2022$772,782
+2.0%
4,299
-3.3%
0.08%
-10.2%
Q3 2022$758,000
-2.7%
4,446
+0.1%
0.09%0.0%
Q2 2022$779,000
-24.4%
4,443
-3.9%
0.09%
-11.1%
Q1 2022$1,030,000
-13.5%
4,624
-1.1%
0.10%
-12.4%
Q4 2021$1,191,000
+1.6%
4,677
-5.6%
0.11%
-10.3%
Q3 2021$1,172,0000.0%4,9570.0%0.13%0.0%
Q2 2021$1,172,000
+4.0%
4,957
-5.6%
0.13%
-1.6%
Q1 2021$1,127,000
+1.2%
5,2510.0%0.13%
-7.2%
Q4 2020$1,114,000
+16.3%
5,251
-1.4%
0.14%
+7.0%
Q3 2020$958,000
-11.1%
5,323
-18.5%
0.13%
-18.4%
Q2 2020$1,078,000
+61.4%
6,531
+23.8%
0.16%
+17.9%
Q1 2020$668,000
-22.4%
5,275
-2.8%
0.13%
-11.3%
Q4 2019$861,000
-2.2%
5,426
-8.7%
0.15%
-12.2%
Q3 2019$880,000
-6.9%
5,944
-6.1%
0.17%
-12.2%
Q2 2019$945,000
-2.9%
6,332
-7.2%
0.20%
-2.0%
Q1 2019$973,000
+18.2%
6,821
-0.9%
0.20%0.0%
Q4 2018$823,000
-18.8%
6,881
-3.5%
0.20%
+6.4%
Q3 2018$1,013,000
+1.4%
7,130
-4.1%
0.19%
-6.0%
Q2 2018$999,000
+12.2%
7,435
+5.3%
0.20%
-24.5%
Q1 2018$890,000
-13.2%
7,062
-9.5%
0.26%
-10.2%
Q4 2017$1,025,000
+1.2%
7,800
-5.2%
0.30%
-10.3%
Q3 2017$1,013,000
+4.6%
8,232
+0.1%
0.33%
-2.1%
Q2 2017$968,000
+6.5%
8,227
+1.1%
0.34%
-3.2%
Q1 2017$909,000
+35.3%
8,140
+31.4%
0.35%
+19.7%
Q4 2016$672,0006,1950.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2018
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 454,168$77,454,0009.25%
Truepoint, Inc. 982,669$167,584,0008.58%
BHK Investment Advisors, LLC 98,076$16,726,0008.40%
Trust Co 217,233$37,046,0008.10%
Axiom Advisory, LLC 33,194$5,665,0006.73%
Praetorian Wealth Management, Inc. 96,676$16,487,0006.18%
Operose Advisors LLC 55,133$9,402,0006.17%
Hapanowicz & Associates Financial Services, Inc 31,022$5,290,0004.89%
Waverly Advisors, LLC 405,892$69,221,0004.87%
Bryn Mawr Capital Management, LLC 78,435$13,376,0004.74%
View complete list of VANGUARD INDEX FDS shareholders