TPG Financial 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
TPG Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$839,222
-12.6%
4,309
-7.7%
0.43%
-13.7%
Q2 2023$960,078
+5.3%
4,666
-0.3%
0.50%
+1.0%
Q1 2023$911,848
+7.1%
4,679
-1.2%
0.50%
-3.5%
Q4 2022$851,125
+0.4%
4,735
-4.8%
0.52%
-1.0%
Q3 2022$848,000
-5.5%
4,975
-2.8%
0.52%
-13.3%
Q2 2022$897,000
-21.9%
5,117
-0.8%
0.60%
-13.5%
Q1 2022$1,149,000
-13.2%
5,158
-0.7%
0.70%
-14.2%
Q4 2021$1,323,000
+5.4%
5,195
-2.2%
0.81%
-2.2%
Q3 2021$1,255,000
-0.3%
5,311
-0.3%
0.83%
-6.3%
Q2 2021$1,259,000
+6.1%
5,327
-3.7%
0.88%
+6.8%
Q1 2021$1,187,000
-5.7%
5,532
-6.8%
0.83%
-11.4%
Q4 2020$1,259,000
+16.9%
5,938
-0.7%
0.94%
+1.6%
Q3 2020$1,077,000
+8.8%
5,978
-0.3%
0.92%
+3.6%
Q2 2020$990,000
+29.4%
5,996
-0.7%
0.89%
+17.0%
Q1 2020$765,000
-21.9%
6,041
-2.2%
0.76%
-6.1%
Q4 2019$980,000
+6.6%
6,174
-0.5%
0.81%
-2.3%
Q3 2019$919,000
-4.0%
6,207
-1.5%
0.83%
-5.6%
Q2 2019$957,000
-1.8%
6,301
-6.7%
0.88%
-7.0%
Q1 2019$975,000
+19.8%
6,756
-0.7%
0.94%
+6.7%
Q4 2018$814,0006,8040.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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