Keystone Financial Group - 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
Keystone Financial Group ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$220,716
+0.6%
1,133
+6.3%
0.04%0.0%
Q2 2023$219,386
-15.4%
1,066
-26.1%
0.04%
-27.5%
Q4 2022$259,236
-5.7%
1,442
-10.5%
0.05%
-8.9%
Q3 2022$275,000
-4.5%
1,611
-1.8%
0.06%
-1.8%
Q2 2022$288,000
-26.5%
1,640
-6.9%
0.06%
-14.9%
Q1 2022$392,000
-21.1%
1,761
-9.8%
0.07%
-18.3%
Q4 2021$497,000
+9.5%
1,953
+1.7%
0.08%0.0%
Q3 2021$454,000
+26.5%
1,921
+26.5%
0.08%
+26.2%
Q2 2021$359,000
+47.1%
1,519
+33.5%
0.06%
+35.4%
Q1 2021$244,0001,1380.05%
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