AE Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 712 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,646,295
+6.1%
13,587
+12.1%
0.02%
+6.7%
Q2 2023$2,494,020
-5.0%
12,120
-10.0%
0.02%
-11.8%
Q1 2023$2,623,994
-9.9%
13,464
-16.9%
0.02%
-19.0%
Q4 2022$2,913,671
-48.1%
16,209
-50.7%
0.02%
-52.3%
Q3 2022$5,609,000
-8.4%
32,888
-5.8%
0.04%
-10.2%
Q2 2022$6,122,000
-62.9%
34,910
-52.9%
0.05%
-56.6%
Q1 2022$16,504,000
-19.5%
74,073
-8.0%
0.11%
-21.0%
Q4 2021$20,490,000
+11.7%
80,474
+3.6%
0.14%
-5.3%
Q3 2021$18,347,000
-71.4%
77,641
-71.3%
0.15%
-73.0%
Q2 2021$64,043,000
+18.1%
270,968
+7.3%
0.56%
+2.2%
Q1 2021$54,215,000
+22.7%
252,645
+21.3%
0.55%
+9.2%
Q4 2020$44,184,000
+554.0%
208,347
+455.6%
0.50%
+421.9%
Q3 2020$6,756,000
+21.7%
37,501
+11.5%
0.10%
+11.6%
Q2 2020$5,553,000
+52.6%
33,638
+17.2%
0.09%
+2.4%
Q1 2020$3,638,000
-24.6%
28,713
-5.6%
0.08%
-20.0%
Q4 2019$4,828,000
+1.9%
30,404
-5.0%
0.10%
-23.4%
Q3 2019$4,739,000
+6.7%
31,996
+7.5%
0.14%
+3.0%
Q2 2019$4,443,000
+168.6%
29,759
+156.9%
0.13%
+15.7%
Q1 2019$1,654,000
+408.9%
11,582
+326.0%
0.12%
+105.4%
Q4 2018$325,000
-87.9%
2,719
-85.5%
0.06%
-62.2%
Q3 2018$2,681,000
+23.6%
18,815
+16.6%
0.15%0.0%
Q2 2018$2,169,000
+359.5%
16,139
+343.3%
0.15%
+311.1%
Q1 2018$472,000
+44.3%
3,641
+42.0%
0.04%
+24.1%
Q4 2017$327,000
+4.1%
2,564
-0.4%
0.03%0.0%
Q3 2017$314,0002,5750.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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