Total Wealth Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 615 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.5%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,401,187
-2.1%
58,537
+3.4%
2.33%
-4.0%
Q2 2023$11,650,935
+8.7%
56,621
+2.9%
2.42%
+2.5%
Q1 2023$10,721,841
+20.9%
55,015
+11.5%
2.36%
+7.6%
Q4 2022$8,867,847
+9.4%
49,332
+3.8%
2.20%
-4.6%
Q3 2022$8,106,000
+12.2%
47,529
+15.3%
2.30%
+10.0%
Q2 2022$7,227,000
-15.7%
41,206
+7.0%
2.09%
-9.7%
Q1 2022$8,578,000
+202.8%
38,498
+94.0%
2.32%
+32.3%
Q4 2021$2,833,000
-62.8%
19,846
-38.3%
1.75%
-36.6%
Q3 2021$7,606,000
+6.2%
32,190
+6.2%
2.76%
-1.7%
Q2 2021$7,162,000
+20.1%
30,303
+9.1%
2.81%
+11.1%
Q1 2021$5,962,000
+8.2%
27,781
+6.9%
2.53%
-0.8%
Q4 2020$5,512,000
+20.9%
25,991
+2.7%
2.55%
+7.7%
Q3 2020$4,559,000
+1.9%
25,308
-6.6%
2.37%
-4.6%
Q2 2020$4,474,000
+38.9%
27,102
+6.6%
2.48%
+18.4%
Q1 2020$3,220,000
+11.8%
25,415
+40.1%
2.09%
+36.4%
Q4 2019$2,879,000
+3.7%
18,135
-3.3%
1.54%
-2.7%
Q3 2019$2,776,000
-3.5%
18,745
-2.7%
1.58%
-7.2%
Q2 2019$2,878,000
+1.6%
19,273
-2.9%
1.70%
-2.9%
Q1 2019$2,833,000
+17.3%
19,846
-1.7%
1.75%
+4.7%
Q4 2018$2,416,00020,1881.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders