SIMON QUICK 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
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,183,358
-7.2%
6,076
-1.9%
0.11%
-5.1%
Q2 2023$1,274,676
+3.0%
6,195
-2.4%
0.12%
-11.9%
Q1 2023$1,237,181
+7.3%
6,348
-1.0%
0.13%
-2.2%
Q4 2022$1,153,049
-19.8%
6,414
-23.9%
0.14%
-32.5%
Q3 2022$1,438,000
-9.5%
8,431
+6.5%
0.20%
-2.4%
Q2 2022$1,589,000
-8.1%
7,919
+2.0%
0.21%
-57.6%
Q1 2022$1,729,000
-36.2%
7,762
-27.1%
0.49%
-32.4%
Q4 2021$2,712,000
+7.4%
10,649
-0.4%
0.72%
+11.7%
Q3 2021$2,525,000
+0.0%
10,688
+0.1%
0.65%
-2.8%
Q2 2021$2,524,000
+49.3%
10,682
+35.6%
0.67%
+34.4%
Q1 2021$1,691,000
+5.1%
7,880
+3.8%
0.50%
+2.5%
Q4 2020$1,609,000
+115.4%
7,589
+83.0%
0.48%
+127.7%
Q3 2020$747,000
+9.2%
4,147
+0.1%
0.21%
-17.8%
Q2 2020$684,000
+28.6%
4,141
-1.4%
0.26%
+31.5%
Q1 2020$532,000
-57.1%
4,199
-46.2%
0.20%
-56.1%
Q4 2019$1,240,000
+40.4%
7,812
+31.0%
0.45%
+15.1%
Q3 2019$883,000
-99.9%
5,964
-3.7%
0.39%
-16.8%
Q2 2019$925,170,000
+103968.6%
6,196
-0.4%
0.47%
+26.4%
Q1 2019$889,000
+19.3%
6,2240.0%0.37%
+36.9%
Q4 2018$745,000
-15.8%
6,224
+0.3%
0.27%
-24.1%
Q3 2018$885,000
+6.1%
6,208
+0.0%
0.36%
+0.8%
Q2 2018$834,000
+3.7%
6,207
+0.1%
0.35%
+5.0%
Q1 2018$804,000
-18.3%
6,201
-15.5%
0.34%
-23.2%
Q4 2017$984,000
+1.7%
7,340
-7.7%
0.44%
+25.1%
Q3 2017$968,000
+3.6%
7,951
+0.2%
0.35%
-33.4%
Q2 2017$934,000
-41.6%
7,938
-44.0%
0.53%
-44.4%
Q1 2017$1,600,000
+12.0%
14,163
+4.7%
0.95%
-11.2%
Q4 2016$1,429,00013,5261.07%
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