Bogart Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 16 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,765
-5.3%
450.0%0.00%0.0%
Q2 2023$9,260
+5.6%
450.0%0.00%0.0%
Q1 2023$8,770
+8.4%
450.0%0.00%0.0%
Q4 2022$8,089
+1.1%
450.0%0.00%0.0%
Q3 2022$8,000
-81.4%
45
-81.8%
0.00%
-75.0%
Q2 2022$43,000
-21.8%
247
+0.4%
0.00%
-20.0%
Q1 2022$55,000
-99.7%
246
-99.6%
0.01%
-99.7%
Q4 2021$16,315,000
+148218.2%
64,076
+142291.1%
1.47%
+147200.0%
Q3 2021$11,000
-56.0%
45
-57.1%
0.00%
-66.7%
Q2 2021$25,000
+1150.0%
105
+854.5%
0.00%
Q1 2021$2,0000.0%110.0%0.00%
Q4 2020$2,000
+100.0%
110.0%0.00%
Q3 2020$1,000
-50.0%
110.0%0.00%
Q2 2020$2,000
+100.0%
110.0%0.00%
Q1 2020$1,000
-50.0%
110.0%0.00%
-100.0%
Q4 2019$2,0000.0%110.0%0.00%0.0%
Q3 2019$2,000
+100.0%
110.0%0.00%0.0%
Q2 2019$1,0000.0%110.0%0.00%
Q1 2019$1,0000.0%110.0%0.00%
Q4 2018$1,000
-50.0%
110.0%0.00%
-100.0%
Q3 2018$2,000
+100.0%
110.0%0.00%0.0%
Q2 2018$1,0000.0%110.0%0.00%0.0%
Q1 2018$1,000
-66.7%
11
-50.0%
0.00%
-50.0%
Q4 2017$3,0000.0%220.0%0.00%0.0%
Q3 2017$3,000
-99.4%
22
-99.5%
0.00%
-99.4%
Q1 2017$468,0004,1440.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Waverly Advisors, LLC 314,982$33,568,00020.65%
Truepoint, Inc. 796,291$84,861,00012.76%
Quantitative Advantage, LLC 373,221$39,774,00010.25%
Arrow Investment Advisors, LLC 446,227$47,554,0009.57%
IBBOTSON ASSOCIATES INC 87,251$9,298,0006.26%
Avior Wealth Management, LLC 55,828$5,950,0004.64%
Cranbrook Wealth Management, LLC 70,138$7,475,0004.29%
FundX Investment Group, LLC 78,123$8,326,0003.45%
Community Financial Services Group, LLC 67,348$7,177,0003.42%
CHURCHILL MANAGEMENT Corp 893,131$95,181,0003.39%
View complete list of VANGUARD INDEX FDS shareholders