NORTHWEST WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 716 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 6.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$366,000
-2.9%
2,1470.0%0.16%
-0.6%
Q2 2022$377,000
-22.4%
2,147
-1.6%
0.16%
-31.5%
Q1 2022$486,000
-13.4%
2,183
-1.0%
0.24%
-8.8%
Q4 2021$561,000
+6.9%
2,205
-0.7%
0.26%0.0%
Q3 2021$525,000
-0.6%
2,220
-0.6%
0.26%
-6.5%
Q2 2021$528,000
+10.2%
2,2330.0%0.28%
-7.0%
Q1 2021$479,000
-4.2%
2,233
-5.3%
0.30%
-13.0%
Q4 2020$500,000
+5.7%
2,357
-10.2%
0.34%
-12.0%
Q3 2020$473,000
+7.7%
2,625
-1.3%
0.39%
+2.3%
Q2 2020$439,000
+19.9%
2,659
-7.9%
0.38%
+3.5%
Q1 2020$366,000
-25.5%
2,887
-6.6%
0.37%
-17.8%
Q4 2019$491,000
-49.1%
3,092
-52.6%
0.45%
-43.2%
Q3 2019$965,000
-3.3%
6,517
-2.5%
0.79%
-1.6%
Q2 2019$998,000
+1.8%
6,687
-2.5%
0.80%
+8.9%
Q1 2019$980,000
+12.5%
6,861
-5.8%
0.74%
+0.3%
Q4 2018$871,000
-18.6%
7,281
-3.0%
0.74%
-8.0%
Q3 2018$1,070,000
+5.9%
7,507
-0.1%
0.80%
+5.5%
Q2 2018$1,010,000
-15.0%
7,515
-18.0%
0.76%
-14.0%
Q1 2018$1,188,000
-36.2%
9,166
-37.1%
0.88%
-41.8%
Q4 2017$1,861,000
+152.5%
14,571
+140.8%
1.52%
+47.0%
Q3 2017$737,000
-59.0%
6,051
-60.4%
1.03%
-37.2%
Q2 2017$1,798,000
+4.8%
15,275
+0.5%
1.64%
+3.4%
Q1 2017$1,716,000
+8.5%
15,196
+1.5%
1.59%
-1.5%
Q4 2016$1,582,00014,9731.61%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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