YorkBridge Wealth Partners, 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
YorkBridge Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$2,206,001
+7.6%
12,272
+2.1%
0.56%
+5.9%
Q3 2022$2,050,000
+670.7%
12,022
+693.5%
0.53%
+655.7%
Q2 2022$266,000
-23.6%
1,515
-2.9%
0.07%
-7.9%
Q1 2022$348,000
-12.3%
1,5600.0%0.08%
-14.6%
Q4 2021$397,000
+7.6%
1,5600.0%0.09%
-4.3%
Q3 2021$369,0000.0%1,5600.0%0.09%
-3.1%
Q2 2021$369,000
+3.1%
1,560
-6.6%
0.10%
-9.4%
Q1 2021$358,000
-10.5%
1,670
-11.5%
0.11%
-20.9%
Q4 2020$400,000
+22.3%
1,888
+4.0%
0.13%
-2.2%
Q3 2020$327,000
-2.1%
1,816
-10.4%
0.14%
-10.5%
Q2 2020$334,000
+28.5%
2,026
-1.2%
0.15%
-4.4%
Q1 2020$260,000
-20.2%
2,0510.0%0.16%
+7.4%
Q4 2019$326,000
+6.2%
2,051
-1.2%
0.15%
-3.9%
Q3 2019$307,000
-1.0%
2,0760.0%0.16%
+12.3%
Q2 2019$310,000
-7.7%
2,076
-11.9%
0.14%
-11.0%
Q1 2019$336,000
+2.1%
2,356
-14.4%
0.16%
-10.9%
Q4 2018$329,000
-16.5%
2,751
-0.9%
0.17%
-3.3%
Q3 2018$394,000
+7.7%
2,776
+2.0%
0.18%
+12.5%
Q2 2018$366,000
+3.4%
2,721
-0.5%
0.16%
-1.8%
Q1 2018$354,000
-6.6%
2,734
-8.7%
0.16%
-10.9%
Q4 2017$379,000
+10.5%
2,994
+6.2%
0.18%
+2.8%
Q3 2017$343,000
-6.8%
2,819
-9.8%
0.18%
-8.7%
Q2 2017$368,000
+7.6%
3,125
+5.9%
0.20%
+8.9%
Q1 2017$342,000
+98.8%
2,950
+84.1%
0.18%
+75.5%
Q4 2016$172,0001,6020.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 314,982$33,568,00020.65%
Truepoint, Inc. 796,291$84,861,00012.76%
Quantitative Advantage, LLC 373,221$39,774,00010.25%
Arrow Investment Advisors, LLC 446,227$47,554,0009.57%
IBBOTSON ASSOCIATES INC 87,251$9,298,0006.26%
Avior Wealth Management, LLC 55,828$5,950,0004.64%
Cranbrook Wealth Management, LLC 70,138$7,475,0004.29%
FundX Investment Group, LLC 78,123$8,326,0003.45%
Community Financial Services Group, LLC 67,348$7,177,0003.42%
CHURCHILL MANAGEMENT Corp 893,131$95,181,0003.39%
View complete list of VANGUARD INDEX FDS shareholders