Aevitas Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 629 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Aevitas Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$246,000
-14.9%
1,105
-2.6%
0.15%
-12.8%
Q4 2021$289,000
+7.8%
1,1350.0%0.17%
+0.6%
Q3 2021$268,0000.0%1,1350.0%0.17%0.0%
Q2 2021$268,000
+9.8%
1,1350.0%0.17%
+0.6%
Q1 2021$244,000
+1.2%
1,1350.0%0.17%
-3.4%
Q4 2020$241,000
+18.1%
1,1350.0%0.18%
+4.8%
Q3 2020$204,000
+7.4%
1,135
-15.0%
0.17%
-0.6%
Q1 2019$190,000
+18.8%
1,335
-0.1%
0.17%
+3.0%
Q4 2018$160,000
-15.8%
1,3360.0%0.16%
-4.7%
Q3 2018$190,000
+5.6%
1,3360.0%0.17%
-1.7%
Q2 2018$180,000
+4.0%
1,3360.0%0.18%
+1.2%
Q1 2018$173,000
-2.3%
1,336
-3.6%
0.17%
+3.0%
Q4 2017$177,0001,3860.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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