Pinion Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Pinion Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$225,000
-0.9%
1,318
+1.8%
0.20%
+4.2%
Q2 2022$227,000
-23.3%
1,295
-2.5%
0.19%
-7.8%
Q1 2022$296,000
-54.1%
1,328
-49.5%
0.20%
-13.5%
Q4 2021$645,000
+106.1%
2,629
+98.6%
0.24%
-6.0%
Q3 2021$313,000
+3.0%
1,324
+3.0%
0.25%
+2.9%
Q2 2021$304,000
+11.4%
1,285
+1.2%
0.24%
-3.2%
Q1 2021$273,000
+8.3%
1,270
+7.1%
0.25%
-4.5%
Q4 2020$252,000
-5.6%
1,186
-26.7%
0.26%
-34.2%
Q3 2020$267,0000.0%1,6190.0%0.40%0.0%
Q2 2020$267,000
+11.7%
1,619
-14.3%
0.40%
-21.4%
Q1 2020$239,000
-12.8%
1,890
+9.6%
0.51%
+1.0%
Q4 2019$274,000
+11.4%
1,724
+3.6%
0.51%
+0.8%
Q3 2019$246,000
-13.4%
1,664
-12.4%
0.50%
-17.1%
Q2 2019$284,000
-24.9%
1,899
-28.3%
0.61%
-8.0%
Q1 2019$378,000
+23.9%
2,650
+4.1%
0.66%
+3.0%
Q4 2018$305,000
-10.8%
2,546
+6.0%
0.64%
-2.1%
Q3 2018$342,000
+2.1%
2,401
-3.8%
0.66%
+1.1%
Q2 2018$335,000
+6.3%
2,496
+2.8%
0.65%
-4.0%
Q1 2018$315,0002,4290.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders