Keystone Financial Group - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 730 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.93 and the average weighting 0.5%.

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 Q1 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