Wambolt & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$556,675
+0.1%
2,879
+6.5%
0.20%
+2.0%
Q2 2023$556,244
+9.2%
2,703
+3.2%
0.20%
+9.4%
Q1 2023$509,542
+9.0%
2,619
+0.7%
0.18%
+0.6%
Q4 2022$467,409
+9.7%
2,600
+4.2%
0.18%
-0.6%
Q3 2022$426,000
-44.8%
2,495
-43.3%
0.18%
-41.6%
Q2 2022$772,000
-14.4%
4,399
+9.3%
0.31%
-5.5%
Q1 2022$902,000
-9.0%
4,023
+3.4%
0.33%
-8.4%
Q4 2021$991,000
+7.8%
3,891
+1.2%
0.36%
-3.0%
Q3 2021$919,000
+17.1%
3,843
+15.8%
0.37%
+10.5%
Q2 2021$785,000
+14.8%
3,319
+5.9%
0.33%
-6.2%
Q1 2021$684,000
+38.2%
3,135
+34.2%
0.36%
+20.3%
Q4 2020$495,0002,3360.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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