Geneos Wealth Management Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 716 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 6.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$442,452
-2.9%
2,272
+2.6%
0.02%
-4.2%
Q2 2023$455,506
+25.3%
2,214
+18.7%
0.02%
+9.1%
Q1 2023$363,405
+23.2%
1,865
+13.7%
0.02%
+22.2%
Q4 2022$294,926
+10.5%
1,641
+4.5%
0.02%0.0%
Q3 2022$267,000
-28.0%
1,570
-24.8%
0.02%0.0%
Q2 2022$371,000
-44.2%
2,087
-30.1%
0.02%
-37.9%
Q1 2022$665,000
-31.0%
2,987
-21.2%
0.03%
-21.6%
Q4 2021$964,000
-9.4%
3,789
-14.9%
0.04%
-9.8%
Q3 2021$1,064,000
-5.4%
4,451
-6.1%
0.04%
-6.8%
Q2 2021$1,125,000
-59.4%
4,738
-61.5%
0.04%
-42.9%
Q1 2021$2,771,000
+190.2%
12,297
+4.3%
0.08%
+102.6%
Q4 2020$955,000
+101.1%
11,795
+337.7%
0.04%
+52.0%
Q3 2020$475,000
+1.9%
2,695
-6.9%
0.02%
-3.8%
Q2 2020$466,000
+28.0%
2,8950.0%0.03%
+8.3%
Q1 2020$364,000
-23.4%
2,895
-3.2%
0.02%
-4.0%
Q4 2019$475,000
+10.7%
2,990
+2.5%
0.02%
-3.8%
Q3 2019$429,000
-0.7%
2,916
+0.7%
0.03%
-3.7%
Q2 2019$432,000
+3.3%
2,895
-1.1%
0.03%
-3.6%
Q1 2019$418,000
+58.3%
2,928
+30.9%
0.03%
+40.0%
Q4 2018$264,000
-17.0%
2,2360.0%0.02%
-4.8%
Q3 2018$318,000
-2.8%
2,236
-8.2%
0.02%
-16.0%
Q2 2018$327,000
+30.8%
2,436
+25.8%
0.02%
+13.6%
Q1 2018$250,000
+67.8%
1,936
+64.9%
0.02%
+69.2%
Q4 2017$149,000
+282.1%
1,174
+265.7%
0.01%
+225.0%
Q3 2017$39,000
+5.4%
3210.0%0.00%0.0%
Q2 2017$37,000
+5.7%
321
+1.9%
0.00%0.0%
Q1 2017$35,000
+59.1%
315
+46.5%
0.00%
+33.3%
Q4 2016$22,000
+2100.0%
215
+1333.3%
0.00%
Q3 2016$1,0000.0%150.0%0.00%
Q2 2016$1,0000.0%150.0%0.00%
Q1 2016$1,000150.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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