WealthOne, 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
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 Q4 2020
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