Cresset Asset Management, 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
Cresset Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,713,018
-2.8%
13,929
+2.6%
0.01%
+233.3%
Q2 2023$2,792,515
+5.6%
13,571
+0.0%
0.00%
-94.3%
Q1 2023$2,644,825
+47.2%
13,570
+8.2%
0.05%
+130.4%
Q4 2022$1,796,291
-14.3%
12,539
+2.0%
0.02%
-14.8%
Q3 2022$2,097,000
-2.6%
12,292
-17.4%
0.03%
+3.8%
Q2 2022$2,152,000
-21.5%
14,890
+21.0%
0.03%
-10.3%
Q1 2022$2,743,000
+5.1%
12,308
+20.1%
0.03%
+16.0%
Q4 2021$2,610,00010,2480.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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