WealthShield Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 422 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.10 and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,800,014
-7.3%
14,376
-2.0%
0.42%
-7.3%
Q2 2023$3,019,881
+6.1%
14,676
+0.5%
0.46%
-0.9%
Q1 2023$2,846,174
+10.7%
14,604
+2.1%
0.46%
-6.7%
Q4 2022$2,571,107
+5.6%
14,303
+0.2%
0.49%
+1.9%
Q3 2022$2,434,000
-0.7%
14,275
+2.2%
0.48%
-0.4%
Q2 2022$2,450,000
-19.2%
13,970
+2.6%
0.48%
-0.2%
Q1 2022$3,033,000
-33.8%
13,613
-24.3%
0.49%
-36.2%
Q4 2021$4,579,000
+243.3%
17,983
+218.7%
0.76%
+113.4%
Q3 2021$1,334,000
+8.0%
5,643
-1.9%
0.36%
+60.8%
Q1 2021$1,235,000
+1.2%
5,7550.0%0.22%
-1.3%
Q4 2020$1,220,000
+17.4%
5,755
-0.3%
0.22%
-38.2%
Q3 2020$1,039,000
+9.3%
5,7700.0%0.36%
-16.9%
Q2 2020$951,000
+28.2%
5,770
-1.4%
0.44%
-3.5%
Q1 2020$742,000
-24.5%
5,850
-5.6%
0.45%
-5.2%
Q4 2019$983,000
+7.2%
6,1950.0%0.48%
-1.4%
Q3 2019$917,000
-0.9%
6,1950.0%0.49%
-9.3%
Q2 2019$925,000
+3.4%
6,195
-1.3%
0.54%
+7.2%
Q1 2019$895,000
+17.1%
6,275
-1.7%
0.50%
-4.0%
Q4 2018$764,000
-17.8%
6,385
-1.9%
0.52%
-1.7%
Q3 2018$929,000
+6.2%
6,5060.0%0.53%
-0.7%
Q2 2018$875,000
+3.8%
6,5060.0%0.53%0.0%
Q1 2018$843,000
+1.9%
6,506
+1.2%
0.53%
+6.0%
Q4 2017$827,0006,4260.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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