Global Retirement Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 629 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,097,733
-2.2%
5,732
+5.1%
0.06%0.0%
Q2 2023$1,122,699
+10.9%
5,456
+0.7%
0.06%
+1.9%
Q1 2023$1,012,536
+73.8%
5,420
+67.3%
0.05%
+35.0%
Q4 2022$582,471
+23.7%
3,240
+25.0%
0.04%
+11.1%
Q3 2022$471,000
+3.7%
2,593
+0.1%
0.04%0.0%
Q2 2022$454,000
-2.6%
2,590
+0.1%
0.04%
-2.7%
Q1 2022$466,000
+37.1%
2,588
+80.0%
0.04%
+8.8%
Q3 2021$340,000
+12.6%
1,438
+12.7%
0.03%
+9.7%
Q2 2021$302,000
+16.2%
1,276
+5.3%
0.03%
+3.3%
Q1 2021$260,000
+3.6%
1,212
+2.5%
0.03%
-3.2%
Q4 2020$251,000
+20.7%
1,182
+2.5%
0.03%
+3.3%
Q3 2020$208,000
+33.3%
1,153
+21.9%
0.03%
+20.0%
Q2 2020$156,000
+2.0%
946
-21.4%
0.02%
-13.8%
Q1 2020$153,000
-19.0%
1,204
+1.3%
0.03%0.0%
Q4 2019$189,000
+7.4%
1,1890.0%0.03%0.0%
Q3 2019$176,000
+9.3%
1,189
+10.0%
0.03%
-6.5%
Q2 2019$161,000
-9.6%
1,081
-13.4%
0.03%
-27.9%
Q1 2019$178,000
+26.2%
1,248
+5.9%
0.04%
+19.4%
Q4 2018$141,000
-6.6%
1,178
+11.4%
0.04%
+5.9%
Q3 2018$151,000
+139.7%
1,057
+123.9%
0.03%
+112.5%
Q2 2018$63,000
+3.3%
4720.0%0.02%
-5.9%
Q1 2018$61,000
+8.9%
472
+7.0%
0.02%
+13.3%
Q4 2017$56,000
+40.0%
441
+34.9%
0.02%
-11.8%
Q3 2017$40,000
+5.3%
327
+0.3%
0.02%
-5.6%
Q2 2017$38,000
+8.6%
326
+5.2%
0.02%
-10.0%
Q1 2017$35,000
+75.0%
310
+64.0%
0.02%
+53.8%
Q4 2016$20,0001890.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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