Wells Trecaso Financial Group, LLC - 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
Wells Trecaso Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,879,336
-7.2%
9,649
-2.0%
0.84%
-4.0%
Q2 2023$2,025,188
+5.2%
9,842
-0.4%
0.87%
-2.2%
Q1 2023$1,924,929
+8.5%
9,877
+0.1%
0.89%
+0.6%
Q4 2022$1,774,411
+6.2%
9,871
+0.7%
0.89%
-3.4%
Q3 2022$1,671,000
+41.4%
9,799
+45.4%
0.92%
+49.6%
Q2 2022$1,182,000
-22.2%
6,738
-1.2%
0.61%
-9.5%
Q1 2022$1,520,000
-16.4%
6,823
-4.4%
0.68%
-14.3%
Q4 2021$1,818,000
+8.0%
7,139
+0.2%
0.79%
-1.6%
Q3 2021$1,683,000
-0.5%
7,123
-0.4%
0.80%
-1.2%
Q2 2021$1,691,000
+8.3%
7,153
-1.7%
0.81%
-1.3%
Q1 2021$1,562,000
-1.5%
7,278
-2.7%
0.82%
-6.7%
Q4 2020$1,586,000
+15.7%
7,478
-1.7%
0.88%
+0.9%
Q3 2020$1,371,000
+33.2%
7,609
+22.1%
0.88%
+23.2%
Q2 2020$1,029,000
+24.7%
6,234
-4.3%
0.71%
-3.3%
Q1 2020$825,000
-21.1%
6,515
-1.1%
0.73%
-2.9%
Q4 2019$1,046,000
+6.0%
6,590
-1.1%
0.76%
-3.8%
Q3 2019$987,000
-0.8%
6,6650.0%0.79%
-3.9%
Q2 2019$995,000
+1.5%
6,665
-2.9%
0.82%
-0.6%
Q1 2019$980,000
+20.5%
6,865
+1.0%
0.82%
+5.9%
Q4 2018$813,000
-9.1%
6,795
+8.3%
0.78%
+4.7%
Q3 2018$894,000
+11.9%
6,275
+5.6%
0.74%
-0.9%
Q2 2018$799,000
+3.6%
5,9450.0%0.75%
+2.0%
Q1 2018$771,000
+30.9%
5,945
+28.9%
0.73%
+27.2%
Q4 2017$589,0004,6110.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders