EverSource Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,188,097
-7.6%
6,100
-2.3%
0.13%
-11.3%
Q2 2023$1,285,240
+4.5%
6,246
-1.0%
0.14%
-7.2%
Q1 2023$1,230,013
+11.8%
6,311
+3.1%
0.15%
-8.4%
Q4 2022$1,100,132
+9.6%
6,120
+4.0%
0.17%
-27.4%
Q3 2022$1,004,000
-3.0%
5,885
-0.3%
0.23%
-13.9%
Q2 2022$1,035,000
-20.9%
5,904
+0.5%
0.27%
-19.6%
Q1 2022$1,309,000
-22.6%
5,874
-11.6%
0.33%
-30.0%
Q4 2021$1,692,0006,6430.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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