BHK Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 667 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
BHK Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,647,706
-5.3%
106,011
+0.0%
9.50%
+1.7%
Q2 2023$21,811,324
+3.3%
105,999
-2.1%
9.34%
+1.2%
Q1 2023$21,110,253
+39.9%
108,319
+29.0%
9.22%
+8.7%
Q4 2022$15,091,026
-9.8%
83,951
-14.4%
8.49%
+1.1%
Q3 2022$16,726,000
-9.0%
98,076
-6.5%
8.40%
+1.6%
Q2 2022$18,390,000
-11.9%
104,856
+11.9%
8.27%
-5.3%
Q1 2022$20,885,000
-12.2%
93,735
+0.3%
8.73%
-6.9%
Q4 2021$23,790,000
+6.5%
93,433
-1.1%
9.38%
+2.0%
Q3 2021$22,329,000
-1.8%
94,492
-1.7%
9.20%
-0.9%
Q2 2021$22,729,000
+17.1%
96,165
+5.0%
9.28%
+2.9%
Q1 2021$19,418,0000.0%91,565
+0.0%
9.02%
-0.5%
Q4 2020$19,418,000
+27.4%
91,564
+8.3%
9.06%
+5.7%
Q3 2020$15,236,000
+1.4%
84,580
-7.1%
8.58%
-3.4%
Q2 2020$15,028,000
+33.0%
91,033
+2.1%
8.88%
+10.4%
Q1 2020$11,301,000
-20.8%
89,198
-0.7%
8.04%
-1.0%
Q4 2019$14,265,000
+26.7%
89,838
+18.2%
8.13%
+25.0%
Q3 2019$11,257,000
-0.9%
76,006
-0.1%
6.50%
+0.7%
Q2 2019$11,358,000
+6.9%
76,071
+2.3%
6.46%
+0.2%
Q1 2019$10,620,000
+20.2%
74,382
+0.8%
6.44%
-3.0%
Q4 2018$8,833,000
-13.1%
73,796
+3.4%
6.64%
-3.0%
Q3 2018$10,167,000
+2.0%
71,347
-3.8%
6.84%
-1.3%
Q2 2018$9,966,000
+3.0%
74,143
-0.7%
6.93%
-2.9%
Q1 2018$9,680,000
+7.2%
74,682
+5.6%
7.14%
-6.3%
Q4 2017$9,033,00070,7297.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders