HARVEST GROUP WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 615 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.5%.

Quarter-by-quarter ownership
HARVEST GROUP WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$138,762
-45.9%
712
-50.1%
0.09%
-48.8%
Q4 2022$256,546
+1.8%
1,427
-2.0%
0.17%0.0%
Q3 2022$252,000
-14.3%
1,456
-3.8%
0.17%
-7.2%
Q2 2022$294,0001,5140.18%
Q4 2020$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2020$19,000
+11.8%
1030.0%0.01%
-7.1%
Q2 2020$17,000
+21.4%
103
-12.0%
0.01%0.0%
Q1 2020$14,000
-22.2%
1170.0%0.01%
-12.5%
Q4 2019$18,000
+5.9%
1170.0%0.02%
-23.8%
Q3 2019$17,0001170.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 410,751$97,081,00010.03%
Truepoint, Inc. 762,319$180,174,0009.97%
BHK Investment Advisors, LLC 96,165$22,729,0009.28%
Fulcrum Capital LLC 153,821$36,356,0009.12%
Bryn Mawr Capital Management, LLC 70,928$16,764,0007.59%
Waverly Advisors, LLC 333,121$80,798,0007.45%
Praetorian Wealth Management, Inc. 86,729$20,498,0006.85%
Goepper Burkhardt LLC 38,127$9,011,0005.69%
ERTS Wealth Advisors, LLC 84,075$19,885,0005.38%
Parcion Private Wealth LLC 225,848$53,379,0005.35%
View complete list of VANGUARD INDEX FDS shareholders