Next Capital Management 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
Next Capital Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,466,618
-5.3%
7,5300.0%0.66%
-8.4%
Q2 2023$1,549,448
+5.6%
7,5300.0%0.72%
+1.3%
Q1 2023$1,467,522
+108284.2%
7,5300.0%0.71%
-3.0%
Q4 2022$1,354
-99.9%
7,5300.0%0.73%
-24.7%
Q3 2022$1,284,000
-2.7%
7,5300.0%0.97%
+1.1%
Q2 2022$1,320,000
-21.3%
7,5300.0%0.96%
-15.4%
Q1 2022$1,678,000
-12.5%
7,5300.0%1.13%
-12.6%
Q4 2021$1,917,000
+7.8%
7,5300.0%1.30%
+0.3%
Q3 2021$1,779,000
-0.1%
7,5300.0%1.29%
+13.9%
Q2 2021$1,780,000
+10.1%
7,5300.0%1.13%
+7.9%
Q1 2021$1,616,000
+6.2%
7,530
+4.9%
1.05%
-1.9%
Q4 2020$1,522,000
+38.1%
7,175
+17.2%
1.07%
+45.9%
Q3 2020$1,102,000
+9.1%
6,1200.0%0.73%
+2.9%
Q2 2020$1,010,000
+30.3%
6,1200.0%0.71%
+14.6%
Q1 2020$775,000
-20.3%
6,1200.0%0.62%
-10.5%
Q4 2019$972,000
+7.3%
6,1200.0%0.70%
+14.5%
Q3 2019$906,000
-0.9%
6,1200.0%0.61%
-1.0%
Q2 2019$914,000
+4.6%
6,1200.0%0.61%
-17.1%
Q1 2019$874,000
+19.2%
6,1200.0%0.74%
+14.9%
Q4 2018$733,0006,1200.64%
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