Steward Partners Investment Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 727 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.5%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,297,403
+17.7%
27,198
+24.4%
0.08%
+20.9%
Q2 2023$4,499,114
+8.4%
21,865
+2.6%
0.07%
+1.5%
Q1 2023$4,152,298
+7.0%
21,306
-1.3%
0.07%0.0%
Q4 2022$3,880,248
+1238.0%
21,586
+1167.5%
0.07%
+1220.0%
Q3 2022$290,000
+2.1%
1,703
+5.1%
0.01%0.0%
Q2 2022$284,000
-21.3%
1,6210.0%0.01%
-16.7%
Q1 2022$361,000
-63.2%
1,621
-57.9%
0.01%
-60.0%
Q4 2021$981,000
+182.7%
3,851
+162.2%
0.02%
+150.0%
Q3 2021$347,000
+8.1%
1,469
+8.1%
0.01%
+20.0%
Q2 2021$321,000
-100.0%
1,359
-96.1%
0.01%
-92.4%
Q1 2021$7,508,076,000
+2461564.3%
34,988
+2331.4%
0.07%
+842.9%
Q4 2020$305,000
-54.0%
1,439
-60.9%
0.01%
-58.8%
Q3 2020$663,000
+164.1%
3,678
+142.3%
0.02%
+142.9%
Q2 2020$251,000
+46.8%
1,518
+12.2%
0.01%
+16.7%
Q1 2020$171,000
-14.9%
1,353
+6.9%
0.01%0.0%
Q4 2019$201,000
+14.2%
1,266
+6.1%
0.01%0.0%
Q3 2019$176,000
+3.5%
1,193
+4.4%
0.01%0.0%
Q2 2019$170,000
+5.6%
1,143
+0.9%
0.01%
-25.0%
Q3 2018$161,000
-15.3%
1,133
-19.8%
0.01%
-27.3%
Q2 2018$190,000
+0.5%
1,413
-3.5%
0.01%
-15.4%
Q1 2018$189,000
+15.2%
1,465
+13.6%
0.01%0.0%
Q4 2017$164,000
-55.4%
1,290
-57.4%
0.01%
-64.9%
Q3 2017$368,000
+4.0%
3,030
+0.7%
0.04%
-7.5%
Q2 2017$354,000
+4.4%
3,0100.0%0.04%
-21.6%
Q1 2017$339,000
+39.5%
3,010
+30.4%
0.05%
-54.1%
Q4 2016$243,0002,3080.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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