WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 406 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$206,388
+3.0%
1,003
-10.0%
0.08%
-6.2%
Q4 2022$200,432
-14.3%
1,115
-16.3%
0.08%
-15.6%
Q2 2022$234,000
-22.5%
1,332
-1.6%
0.10%
-9.4%
Q1 2022$302,000
-27.2%
1,354
-23.0%
0.11%
-32.1%
Q3 2021$415,000
-5.0%
1,758
-4.9%
0.16%
-8.8%
Q2 2021$437,000
+14.1%
1,848
+3.6%
0.17%
+3.6%
Q1 2021$383,000
+17.5%
1,784
+16.1%
0.16%
+5.1%
Q4 2020$326,000
+0.9%
1,537
-14.3%
0.16%
-13.7%
Q3 2020$323,000
-13.4%
1,794
-20.5%
0.18%
-20.5%
Q2 2020$373,000
+73.5%
2,258
+32.7%
0.23%
+38.8%
Q1 2020$215,000
+313.5%
1,701
+286.6%
0.16%
+258.7%
Q4 2018$52,0004400.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Waverly Advisors, LLC 314,982$33,568,00020.65%
Truepoint, Inc. 796,291$84,861,00012.76%
Quantitative Advantage, LLC 373,221$39,774,00010.25%
Arrow Investment Advisors, LLC 446,227$47,554,0009.57%
IBBOTSON ASSOCIATES INC 87,251$9,298,0006.26%
Avior Wealth Management, LLC 55,828$5,950,0004.64%
Cranbrook Wealth Management, LLC 70,138$7,475,0004.29%
FundX Investment Group, LLC 78,123$8,326,0003.45%
Community Financial Services Group, LLC 67,348$7,177,0003.42%
CHURCHILL MANAGEMENT Corp 893,131$95,181,0003.39%
View complete list of VANGUARD INDEX FDS shareholders