Valeo Financial 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
Valeo Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$562,496
-5.4%
2,8880.0%0.03%
-3.7%
Q2 2023$594,357
+6.0%
2,888
+0.4%
0.03%0.0%
Q1 2023$560,780
+3.1%
2,877
-4.9%
0.03%
-10.0%
Q4 2022$543,966
+11.7%
3,026
+6.0%
0.03%
-3.2%
Q3 2022$487,000
-2.6%
2,854
+0.1%
0.03%0.0%
Q2 2022$500,000
-31.8%
2,852
-13.4%
0.03%
-16.2%
Q1 2022$733,000
-21.6%
3,292
-10.3%
0.04%
-27.5%
Q4 2021$935,000
+38.9%
3,672
+28.9%
0.05%
+34.2%
Q3 2021$673,0000.0%2,8490.0%0.04%
-7.3%
Q2 2021$673,000
+10.1%
2,8490.0%0.04%
+46.4%
Q1 2021$611,000
+0.2%
2,849
-1.0%
0.03%
-9.7%
Q4 2020$610,000
+18.9%
2,877
+1.0%
0.03%
-31.1%
Q3 2020$513,000
+2917.6%
2,849
+2587.7%
0.04%
+2150.0%
Q2 2020$17,000
+13.3%
1060.0%0.00%0.0%
Q1 2020$15,000
-11.8%
1060.0%0.00%0.0%
Q4 2019$17,000
+6.2%
1060.0%0.00%0.0%
Q3 2019$16,0000.0%1060.0%0.00%0.0%
Q2 2019$16,000
+23.1%
106
+16.5%
0.00%0.0%
Q1 2019$13,000
+18.2%
910.0%0.00%0.0%
Q4 2018$11,000
-8.3%
910.0%0.00%0.0%
Q3 2018$12,000
-7.7%
910.0%0.00%0.0%
Q2 2018$13,000
+8.3%
910.0%0.00%0.0%
Q1 2018$12,0000.0%910.0%0.00%0.0%
Q4 2017$12,000
+9.1%
910.0%0.00%0.0%
Q3 2017$11,000910.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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