Financial Advocates Investment Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,780,873
+83.9%
18,576
+85.9%
0.27%
+85.0%
Q2 2023$2,056,017
+2.1%
9,992
-3.3%
0.15%
+1.4%
Q1 2023$2,013,355
-27.5%
10,331
-33.1%
0.14%
-30.0%
Q4 2022$2,777,897
-7.9%
15,453
-12.7%
0.21%
-16.9%
Q3 2022$3,017,000
+0.0%
17,692
+2.9%
0.25%
+1.6%
Q2 2022$3,016,000
-22.0%
17,196
-0.9%
0.24%
-3.9%
Q1 2022$3,866,000
-10.2%
17,352
+2.6%
0.26%
-5.9%
Q4 2021$4,305,000
+9.3%
16,908
+1.5%
0.27%
+1.9%
Q3 2021$3,938,000
+1.5%
16,666
+1.6%
0.27%
+2.7%
Q2 2021$3,878,000
+14.8%
16,410
+4.2%
0.26%
+7.9%
Q1 2021$3,379,000
+9.1%
15,748
+8.4%
0.24%
+13.2%
Q4 2020$3,096,000
+44.7%
14,534
+22.3%
0.21%
+15.8%
Q3 2020$2,140,000
+8.6%
11,884
-0.4%
0.18%
-2.1%
Q2 2020$1,971,000
+22.7%
11,937
-5.9%
0.19%
-18.3%
Q1 2020$1,607,000
-15.6%
12,685
+5.8%
0.23%
+12.8%
Q4 2019$1,903,000
+18.0%
11,986
+10.1%
0.20%
+10.3%
Q3 2019$1,613,000
-54.9%
10,889
-54.5%
0.18%
-55.7%
Q2 2019$3,577,000
+9.8%
23,954
+4.9%
0.42%
+2.5%
Q1 2019$3,259,000
+21.2%
22,830
+1.7%
0.40%
+10.4%
Q4 2018$2,688,000
-76.2%
22,454
-71.7%
0.37%
-70.9%
Q3 2018$11,313,000
-14.7%
79,388
-19.4%
1.26%
-21.4%
Q2 2018$13,258,000
+7.0%
98,515
+3.1%
1.61%
-0.3%
Q1 2018$12,386,000
+4.3%
95,558
+2.7%
1.61%
-0.7%
Q4 2017$11,881,00093,0231.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 410,751$97,081,00010.03%
Truepoint, Inc. 762,319$180,174,0009.97%
BHK Investment Advisors, LLC 96,165$22,729,0009.28%
Fulcrum Capital LLC 153,821$36,356,0009.12%
Bryn Mawr Capital Management, LLC 70,928$16,764,0007.59%
Waverly Advisors, LLC 333,121$80,798,0007.45%
Praetorian Wealth Management, Inc. 86,729$20,498,0006.85%
Goepper Burkhardt LLC 38,127$9,011,0005.69%
ERTS Wealth Advisors, LLC 84,075$19,885,0005.38%
Parcion Private Wealth LLC 225,848$53,379,0005.35%
View complete list of VANGUARD INDEX FDS shareholders