WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 629 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.97 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 Q3 2021
NameSharesValueWeighting ↓
SWAN Capital LLC 61,402$11,959,1719.54%
BHK Investment Advisors, LLC 106,011$20,647,7069.50%
STEPHENS GROUP ASSET MANAGEMENT, LLC 431,212$83,987,1619.04%
Axiom Advisory, LLC 40,794$7,945,4607.15%
Trust Co 226,435$44,101,5857.11%
Pacific Life Fund Advisors LLC 336,836$65,605,5486.94%
Davis Investment Partners, LLC 67,620$12,928,5776.88%
Praetorian Wealth Management, Inc. 108,901$21,210,6476.74%
Truepoint, Inc. 1,026,813$199,992,4116.43%
Hyperion Partners, LLC 34,949$6,806,9695.88%
View complete list of VANGUARD INDEX FDS shareholders