TPG Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 827 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.

Quarter-by-quarter ownership
TPG Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$927,796
+10.6%
4,291
-0.4%
0.47%
+9.0%
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 Q4 2023
NameSharesValueWeighting ↓
BHK Investment Advisors, LLC 106,378$25,082,8409.64%
STEPHENS GROUP ASSET MANAGEMENT, LLC 442,401$104,313,7329.53%
Independence Asset Advisors, LLC 1,619$381,8369.20%
SWAN Capital LLC 62,679$14,779,1458.40%
Clayton Financial Group LLC 72,004$16,977,8027.72%
Axiom Advisory, LLC 43,085$10,159,0867.48%
Pacific Life Fund Advisors LLC 307,263$72,449,5437.11%
Truepoint, Inc. 1,020,135$240,537,5526.84%
Hyperion Partners, LLC 37,123$8,753,3116.41%
Davis Investment Partners, LLC 62,411$14,419,4866.31%
View complete list of VANGUARD INDEX FDS shareholders