Castle Rock Wealth Management, LLC - 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
Castle Rock Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$204,223
-5.0%
1,052
+0.2%
0.07%
-5.5%
Q2 2023$214,982
+5.8%
1,050
+0.4%
0.07%
-19.8%
Q4 2022$203,130
-10.1%
1,046
+0.7%
0.09%
-12.5%
Q1 2022$226,000
+1.3%
1,039
+0.1%
0.10%
+14.3%
Q4 2021$223,000
-18.3%
1,038
+0.2%
0.09%
-2.2%
Q3 2021$273,000
+9.2%
1,036
+0.1%
0.09%
+1.1%
Q2 2021$250,000
+7.3%
1,0350.0%0.09%
-2.1%
Q1 2021$233,000
+3.1%
1,035
+0.1%
0.09%0.0%
Q4 2020$226,0001,0340.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 454,168$77,454,0009.25%
Truepoint, Inc. 982,669$167,584,0008.58%
BHK Investment Advisors, LLC 98,076$16,726,0008.40%
Trust Co 217,233$37,046,0008.10%
Axiom Advisory, LLC 33,194$5,665,0006.73%
Praetorian Wealth Management, Inc. 96,676$16,487,0006.18%
Operose Advisors LLC 55,133$9,402,0006.17%
Hapanowicz & Associates Financial Services, Inc 31,022$5,290,0004.89%
Waverly Advisors, LLC 405,892$69,221,0004.87%
Bryn Mawr Capital Management, LLC 78,435$13,376,0004.74%
View complete list of VANGUARD INDEX FDS shareholders