Castle Rock Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 716 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 6.14 and the average weighting 0.4%.

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 Q4 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