Brio Consultants, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 721 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.4%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$200,817
-17.4%
1,031
+8.2%
0.04%
-33.3%
Q4 2021$243,000
-88.3%
953
-89.1%
0.06%
-88.7%
Q3 2021$2,071,000
-0.1%
8,763
-0.1%
0.50%
-5.1%
Q2 2021$2,073,000
+10.1%
8,7720.0%0.53%
-4.3%
Q1 2021$1,882,000
+0.2%
8,772
-1.0%
0.55%
-8.7%
Q4 2020$1,879,000
+16.0%
8,860
-1.5%
0.61%
+24.1%
Q3 2020$1,620,000
+6.6%
8,992
-2.3%
0.49%
-3.6%
Q2 2020$1,519,000
+30.3%
9,201
+0.0%
0.51%
+8.8%
Q1 2020$1,166,000
-29.4%
9,200
-11.5%
0.47%
-16.0%
Q4 2019$1,651,000
+7.2%
10,399
+0.0%
0.56%
-3.8%
Q3 2019$1,540,000
-0.8%
10,398
+0.0%
0.58%
-7.4%
Q2 2019$1,552,000
+4.0%
10,396
-0.5%
0.62%
-5.7%
Q1 2019$1,492,000
+14.2%
10,450
-4.3%
0.66%
-1.5%
Q4 2018$1,307,00010,9180.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Truepoint, Inc. 957,178$128,654,00011.58%
Bryn Mawr Capital Management, LLC 87,216$11,723,00010.28%
BHK Investment Advisors, LLC 74,143$9,966,0006.93%
Waverly Advisors, LLC 327,061$43,960,0006.84%
Arrow Investment Advisors, LLC 135,434$18,204,0005.94%
Money Design Co.,Ltd. 108,847$14,630,0005.33%
CABANA LLC 145,997$19,623,0005.12%
Community Financial Services Group, LLC 96,724$13,000,0004.65%
Foundations Investment Advisors, LLC 118,116$15,876,0004.23%
WoodTrust Financial Corp 58,404$7,850,0004.12%
View complete list of VANGUARD INDEX FDS shareholders